Matthew William Wallis
Financial Adviser in Kirrawee, New South Wales, Australia
Review Matthew William Wallis
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 number000420296
- Location
- Kirrawee NSW 2232
- Licensee
- Dirigere Advisory Pty Limited (AFSL 524371)
- Authorised since
- 1 September 2023
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan (2012); DFP5v3 Tax for Financial Advising, Kaplan (2017); TASACLv1 Commercial Law, Kaplan (2018); Graduate Diploma in Financial Planning, University of New England (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Wallis
On the Financial Advisers Register kept by ASIC, Matthew William Wallis appears as a current financial adviser in Kirrawee, New South Wales, adviser number 000420296.
Advice is given under the Australian financial services licence of Dirigere Advisory Pty Limited, licence number 524371. The current authorisation started on 1 September 2023.
The register records 2012 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Diploma of Financial Services (Financial Planning) (Kaplan, 2012), DFP5v3 Tax for Financial Advising (Kaplan, 2017) and TASACLv1 Commercial Law (Kaplan, 2018). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
Reviews
Nobody has reviewed Matthew William Wallis here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Matthew William Wallis a registered financial adviser?
Yes. Matthew William Wallis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000420296.
Which licensee does Matthew William Wallis work under?
Dirigere Advisory Pty Limited, Australian financial services licence 524371.
What can Matthew William Wallis 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.