Peter Matthews
Financial Adviser in Carlton, Victoria, Australia
Review Peter Matthews
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 number001004110
- Location
- Carlton VIC 3053
- Licensee
- Grimsey Wealth Pty Ltd (AFSL 293334)
- Authorised since
- 1 July 2025
- First provided advice
- 2009
- Qualifications
- Bachelor of Education (Physical Education) Honours, University of Ballarat (2001); Bachelor of Management, University of Ballarat (2001); Diploma of Financial Planning, Kaplan Education Pty Ltd (2008); FNS60404 Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2012)
- 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
- Restriction
- Derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Matthews
On the Financial Advisers Register kept by ASIC, Peter Matthews appears as a current financial adviser in Carlton, Victoria, adviser number 001004110.
The licensee Peter advises under is Grimsey Wealth Pty Ltd (AFS licence 293334). That authorisation dates from 1 July 2025.
According to the register, Peter first provided financial advice in 2009. The qualifications listed for Peter include Bachelor of Education (Physical Education) Honours (University of Ballarat, 2001), Bachelor of Management (University of Ballarat, 2001) and Diploma of Financial Planning (Kaplan Education Pty Ltd, 2008).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “Derivatives.”
Reviews
Nobody has reviewed Peter Matthews here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Peter Matthews a registered financial adviser?
Yes. Peter Matthews is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004110.
Which licensee does Peter Matthews work under?
Grimsey Wealth Pty Ltd, Australian financial services licence 293334.
What can Peter Matthews 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. It also records this restriction: "Derivatives."