Matthew Wilson
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003703
- Location
- Melbourne VIC 3000
- Licensee
- Godfrey Pembroke Group Pty Ltd (AFSL 245451)
- Authorised since
- 1 June 2021
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Markets, Finsia (2002); Diploma of Financial Services (Financial Planning), ThreeSixty (2003); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2004); Master of Financial Planning, University of Sunshine Coast (2007); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2014); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Wilson
Matthew Wilson is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003703.
Matthew provides advice as an authorised representative of Godfrey Pembroke Group Pty Ltd, which holds Australian financial services licence 245451. That authorisation dates from 1 June 2021.
The register records 2003 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Diploma of Financial Markets (Finsia, 2002), Diploma of Financial Services (Financial Planning) (ThreeSixty, 2003) and Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2004). 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 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 Wilson a registered financial adviser?
Yes. Matthew Wilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003703.
Which licensee does Matthew Wilson work under?
Godfrey Pembroke Group Pty Ltd, Australian financial services licence 245451.
What can Matthew Wilson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.