Data sourced from ASIC Financial Advisers Register
Financial Adviser · BROADMEADOW, NSW

Matthew James Williams

15 Years experience
Tax advice
authorised
Currently at
Matrix Planning Solutions Limited
Bundall, QLD
View firm profile
ASIC Registered · ADV 000398225

Matthew James Williams is a financial adviser based in Broadmeadow, New South Wales, with 15 years of experience in the financial services industry. Matthew is currently authorised under Matrix Planning Solutions Limited. 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 Certified Financial Planner Education Program (5 units) from FPA Australia. Matthew is a member of Certified Financial Planner (CFP) or FAAA, Financial Advice Association of Australia (FAAA) and MDRT - The Premier Association of Financial Professionals.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of Commerce
University of Newcastle
2011
Margin Lending and Geared Investments Program
Kaplan Professional
2013
Self Managed Superannuation Funds Program
Kaplan Professional
2016
Certified Financial Planner Education Program (5 units)
FPA Australia

Registration History

Matrix Planning Solutions Limited
Feb 2011 - Present Current

Source: ASIC Financial Advisers Register