Financial Adviser
· ERINA, NSW
Matthew Simpson-foster
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000443661
Matthew Simpson-foster is a financial adviser based in Erina, New South Wales, with 13 years of experience in the financial services industry. Matthew is currently authorised under Ri Advice Group 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Australian Institute of Financial Services and Accounting
2014
Advanced Diploma of Financial Planning
International Institute of Technology
2017
Principles of Margin Lending
International Institute of Technology
2021
Self Managed Superannuation Funds
Kaplan Professional Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
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