Matthew William Barton Smith
Financial Adviser in Sydney, New South Wales, Australia
Review Matthew William Barton Smith
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 number000242317
- Location
- Sydney NSW 2000
- Licensee
- Altus Financial Services Pty Ltd (AFSL 520266)
- Authorised since
- 14 May 2021
- First provided advice
- 2003
- Qualifications
- Associate Diploma of Business, NSW TAFE (1995); Bachelor of Economics (Social Sciences), University of Sydney (1999); Diploma of Financial Planning (DFP 1-8), Financial Advice Association of Australia Limited (2003); Certified Financial Planner (CFP), Financial Advice Association of Australia Limited (2009); RG146 Margin Lending, MLC ThreeSixty (2010)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew William Barton Smith
On the Financial Advisers Register kept by ASIC, Matthew William Barton Smith appears as a current financial adviser in Sydney, New South Wales, adviser number 000242317.
The licensee Matthew advises under is Altus Financial Services Pty Ltd (AFS licence 520266). The current authorisation started on 14 May 2021.
According to the register, Matthew first provided financial advice in 2003. Qualifications and training on file include Associate Diploma of Business (NSW TAFE, 1995), Bachelor of Economics (Social Sciences) (University of Sydney, 1999) and Diploma of Financial Planning (DFP 1-8) (Financial Advice Association of Australia Limited, 2003). 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Matthew William Barton Smith here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Matthew William Barton Smith a registered financial adviser?
Yes. Matthew William Barton Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242317.
Which licensee does Matthew William Barton Smith work under?
Altus Financial Services Pty Ltd, Australian financial services licence 520266.
What can Matthew William Barton Smith 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.