Matthew William McConnell
Financial Adviser in Devonport, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003050
- Location
- Devonport TAS 7310
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 14 June 2017
- First provided advice
- 2003
- Qualifications
- Advanced Diploma in Business Accounting, TAFE (1997); Bachelor of Commerce, University of Tasmania (1998); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2004); Graduate Diploma of Applied Finance & Investment, FINSIA (2007)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew William McConnell
Matthew William McConnell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Devonport, Tasmania (adviser number 001003050).
Matthew provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 14 June 2017.
According to the register, Matthew first provided financial advice in 2003. The qualifications listed for Matthew include Advanced Diploma in Business Accounting (TAFE, 1997), Bachelor of Commerce (University of Tasmania, 1998) and Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Matthew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 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 McConnell a registered financial adviser?
Yes. Matthew William McConnell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003050.
Which licensee does Matthew William McConnell work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Matthew William McConnell 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.