Matthew Zee
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001232926
- Location
- Sydney NSW 2000
- Licensee
- Togethr Financial Planning Pty Ltd (AFSL 455010)
- Authorised since
- 7 December 2023
- First provided advice
- 2000
- Qualifications
- Bachelor of Agricultural Economics, Sydney University (1993); Master of Commerce (Marketing and Organizational Behavior), University of New South Wales (1997); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2011); Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Zee
On the Financial Advisers Register kept by ASIC, Matthew Zee appears as a current financial adviser in Sydney, New South Wales, adviser number 001232926.
Matthew provides advice as an authorised representative of Togethr Financial Planning Pty Ltd, which holds Australian financial services licence 455010. The current authorisation started on 7 December 2023.
The register records 2000 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Bachelor of Agricultural Economics (Sydney University, 1993), Master of Commerce (Marketing and Organizational Behavior) (University of New South Wales, 1997) and Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2011). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment 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 Zee a registered financial adviser?
Yes. Matthew Zee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001232926.
Which licensee does Matthew Zee work under?
Togethr Financial Planning Pty Ltd, Australian financial services licence 455010.
What can Matthew Zee give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.