Financial Adviser · ALBURY, NSW

Matthew Albert Armstrong

21 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 000296051

Matthew Albert Armstrong is a financial adviser based in Albury, New South Wales, with 21 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 Master of Commerce (Financial Planning) from University of Western Sydney.

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

2003

Bachelor of Commerce (Banking and Finance)

University of Canberra

2006

Self Managed Superannuation Funds

Tribeca

2011

Margin Lending and Geared Investments

Kaplan Professional

2012

Master of Commerce (Financial Planning)

University of Western Sydney

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

Nov 2005 - 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