Financial Adviser · DEAKIN, ACT

Matthew Jeames Battye

28 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 000250362

Matthew Jeames Battye is a financial adviser based in Deakin, Australian Capital Territory, with 28 years of experience in the financial services industry. Matthew is currently authorised under Infocus Securities Australia Pty Ltd. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Services from Tribec. Matthew is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Direct Equities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2000

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2004

Advanced Diploma of Financial Services

Tribec

2004

Self Managed Superannuation Funds Adviser Course

Tribeca

2011

Margin Lending and Geared Investments

Kaplan Professional

Registration History

Infocus Securities Australia Pty Ltd

Mar 2019 - Present Current

Direct Equities excludes direct equities advice

Charter Financial Planning Limited

May 2015 - Mar 2019 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

GENESYS WEALTH ADVISERS PTY LIMITED

Dec 2003 - May 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register