Financial Adviser · NEWCASTLE WEST, NSW

Matthew Douglas Kerr

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000267593

Matthew Douglas Kerr is a financial adviser based in Newcastle West, New South Wales, with 26 years of experience in the financial services industry. Matthew is currently authorised under Pitcher Partners Private Wealth 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 Advice Association Australia. Matthew is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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

1994
Bachelor of Commerce
University of Newcastle
1999
Certified Financial Planner
Financial Advice Association Australia
2001
CA Financial Planning Specialist
Chartered Accountants Australian and New Zealand
2005
SMSF Specialist Adviser (SSA)
Self-Managed Super Fund Association
2011
Industry Standard Education
- Financial Planning Association of Australia (FPA)

Registration History

Jul 2022 - Present Current
Apr 2013 - Jul 2022 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Oct 2011 - Jun 2012 Ceased
P.S.I. INVESTMENTS PTY. LIMITED
Oct 2000 - Sep 2011 Ceased

Source: ASIC Financial Advisers Register