Financial Adviser
· CESSNOCK, NSW
Matthew John Milnes
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000386285
Matthew John Milnes is a financial adviser based in Cessnock, New South Wales, with 18 years of experience in the financial services industry. Matthew is currently authorised under B. Moses Investment Services Pty 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. Matthew is a member of 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
Authorised to provide tax financial advice services
Qualifications and Training
2012
Margin Lending and Geared Investments
Kaplan Professional Education
2014
Self Managed Superannuation Funds
Kaplan Professional Education
2015
Advanced Diploma Of Financial Planning
Kaplan Professional Education
2018
Graduate Diploma in Financial Planning
Kaplan Professional Education
2019
Master of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPC002B
Bridging Course - Ethics - Kaplan Higher Education Pty Limited
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD
Source: ASIC Financial Advisers Register