Matthew William Carlsen
Financial Adviser in Cairns, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000469657
- Location
- Cairns QLD 4870
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 2 December 2014
- First provided advice
- 2012
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Bachelor of Business, Swinburne University of Technology (2012); Ethics and Professional Relationships, QUT (2020); Accredited Aged Care Professional, Aged Care Steps (2021)
- 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, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew William Carlsen
Matthew William Carlsen is a financial adviser in Cairns, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000469657.
Matthew provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. The current authorisation started on 2 December 2014.
The register records 2012 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012), Bachelor of Business (Swinburne University of Technology, 2012) and Ethics and Professional Relationships (QUT, 2020). 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.
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Questions people ask
Is Matthew William Carlsen a registered financial adviser?
Yes. Matthew William Carlsen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000469657.
Which licensee does Matthew William Carlsen work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Matthew William Carlsen 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; standard margin lending; managed discretionary account services.