Matthew Werakso
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002170
- Location
- Sydney NSW 2000
- Licensee
- Unisuper Management Pty. Ltd. (AFSL 235907)
- Authorised since
- 1 December 2012
- First provided advice
- 2007
- Qualifications
- Master of Business Administration, Christian Brothers University (2003); Diploma of Financial Services (Financial Planning), KAPLAN (2012); Advanced diploma in financial planning, Kaplan Professional (2013); Ethics and Professionalism in financial advice, Kaplan Professional (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Werakso
Matthew Werakso is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001002170).
Matthew provides advice as an authorised representative of Unisuper Management Pty. Ltd., which holds Australian financial services licence 235907. The current authorisation started on 1 December 2012.
The register records 2007 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Master of Business Administration (Christian Brothers University, 2003), Diploma of Financial Services (Financial Planning) (KAPLAN, 2012) and Advanced diploma in financial planning (Kaplan Professional, 2013). Professional memberships recorded: 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 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 Werakso a registered financial adviser?
Yes. Matthew Werakso is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002170.
Which licensee does Matthew Werakso work under?
Unisuper Management Pty. Ltd., Australian financial services licence 235907.
What can Matthew Werakso 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.