Matthew Voce
Financial Adviser in Kingsley, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000410178
- Location
- Kingsley WA 6026
- Licensee
- Wealth Today Pty Ltd (AFSL 340289)
- Authorised since
- 16 November 2020
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, Curtin University of Technology (2004); Core 1 Securities & Managed Investments Accreditation, Deakin Prime (2011); Margin Lending Accreditation Program, Deakin Prime (2011); Diploma of Financial Planning, Kaplan Education Pty Ltd (2016); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2019); CFP Certification Program, FPA (2020)
- Memberships
- 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
- Restriction
- Same as Licensee excluding Margin Lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Voce
On the Financial Advisers Register kept by ASIC, Matthew Voce appears as a current financial adviser in Kingsley, Western Australia, adviser number 000410178.
The licensee Matthew advises under is Wealth Today Pty Ltd (AFS licence 340289). That authorisation dates from 16 November 2020.
According to the register, Matthew first provided financial advice in 2011. Qualifications and training on file include Bachelor of Commerce (Curtin University of Technology, 2004), Core 1 Securities & Managed Investments Accreditation (Deakin Prime, 2011) and Margin Lending Accreditation Program (Deakin Prime, 2011). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Same as Licensee excluding Margin Lending.”
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Questions people ask
Is Matthew Voce a registered financial adviser?
Yes. Matthew Voce is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000410178.
Which licensee does Matthew Voce work under?
Wealth Today Pty Ltd, Australian financial services licence 340289.
What can Matthew Voce 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. It also records this restriction: "Same as Licensee excluding Margin Lending."