Financial Adviser
· MENAI, NSW
Matthew James Laird
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000383938
Matthew James Laird is a financial adviser based in Menai, New South Wales, with 25 years of experience in the financial services industry. Matthew is currently authorised under Jfp Adviser Services 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 Certified Financial Planner from Financial Planning Association of Australia. 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
2002
Bachelor of Commerce (Management)
University of Western Sydney
2005
Advanced Diploma of Financial Services (Financial Planning( (FNS60404)
Tribeca
2006
Master of Financial Planning
University of the Sunshine Coast
2008
Certified Financial Planner
Financial Planning Association of Australia
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional