Matthew Scholten
Financial Adviser in Surrey Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241940
- Location
- Surrey Hills VIC 3127
- Licensee
- Elect Wealth Management Pty Ltd (AFSL 499272)
- Authorised since
- 1 February 2018
- First provided advice
- 1995
- Qualifications
- Diploma, Australian Insurances Institute (1990); Certified Financial Planner, Financial Planning Association of Australia (2003); Diploma of Financial Planning, Deakin University (2003); SMSF Association Specialist Accreditation Program, Self Managed Super Fund Association (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Scholten
On the Financial Advisers Register kept by ASIC, Matthew Scholten appears as a current financial adviser in Surrey Hills, Victoria, adviser number 000241940.
The licensee Matthew advises under is Elect Wealth Management Pty Ltd (AFS licence 499272). That authorisation dates from 1 February 2018.
According to the register, Matthew first provided financial advice in 1995. The qualifications listed for Matthew include Diploma (Australian Insurances Institute, 1990), Certified Financial Planner (Financial Planning Association of Australia, 2003) and Diploma of Financial Planning (Deakin University, 2003). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Scholten a registered financial adviser?
Yes. Matthew Scholten is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241940.
Which licensee does Matthew Scholten work under?
Elect Wealth Management Pty Ltd, Australian financial services licence 499272.
What can Matthew Scholten give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.