Matthew Paul Mordaunt
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000316840
- Location
- Chatswood NSW 2067
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 24 August 2007
- First provided advice
- 2008
- Qualifications
- Certificate III in Financial Services (Accounts Clerical), TAFE NSW (2003); Certificate III in Banking, TAFE NSW (2005); Certificate IV in Business Management, TAFE NSW (2006); Diploma of Financial Services (Financial Planning), FINSIA (2007)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Paul Mordaunt
Matthew Paul Mordaunt is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 000316840).
Advice is given under the Australian financial services licence of Morgans Financial Limited, licence number 235410. The current authorisation started on 24 August 2007.
The register records 2008 as the year Matthew first provided financial advice. Qualifications and training on file include Certificate III in Financial Services (Accounts Clerical) (TAFE NSW, 2003), Certificate III in Banking (TAFE NSW, 2005) and Certificate IV in Business Management (TAFE NSW, 2006).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Matthew Paul Mordaunt a registered financial adviser?
Yes. Matthew Paul Mordaunt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000316840.
Which licensee does Matthew Paul Mordaunt work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Matthew Paul Mordaunt give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; managed discretionary account services.