Matthew Peter Meehan
Financial Adviser in Armidale, New South Wales, Australia
Review Matthew Peter Meehan
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000364089
- Location
- Armidale NSW 2350
- Licensee
- Advice Evolution Pty Ltd (AFSL 342880)
- Authorised since
- 1 March 2022
- First provided advice
- 1996
- Qualifications
- Bachelor of Financial Administration, The University of New England (1995); Certificate III in Mortgage Lending, South Western Sydney University (2004); Bachelor of Business (Agricultural Management), Marcus Oldham College (2005); Graduate Certificate in Financial Planning, Securities Institute (2005); FNS40804 Certificate IV in Financial Services (Finance/Mortgage Broking), Finance & Related Services Training Academy (2010); Margin Lending & Geared Investments, Kaplan Professional (2010); Self Managed Superannuation Funds, Kaplan Professional (2010); Certified Financial Planner, Financial Planning Association of Australia / Deakin University (2011); ASX Accredited Listed Products Adviser Program, Kaplan Professional (2012)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Peter Meehan
Matthew Peter Meehan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Armidale, New South Wales (adviser number 000364089).
Advice is given under the Australian financial services licence of Advice Evolution Pty Ltd, licence number 342880. The current authorisation started on 1 March 2022.
The register records 1996 as the year Matthew first provided financial advice. Qualifications and training on file include Bachelor of Financial Administration (The University of New England, 1995), Certificate III in Mortgage Lending (South Western Sydney University, 2004) and Bachelor of Business (Agricultural Management) (Marcus Oldham College, 2005). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Matthew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Matthew Peter Meehan here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Matthew Peter Meehan a registered financial adviser?
Yes. Matthew Peter Meehan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000364089.
Which licensee does Matthew Peter Meehan work under?
Advice Evolution Pty Ltd, Australian financial services licence 342880.
What can Matthew Peter Meehan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.