Data sourced from ASIC Financial Advisers Register
Financial Adviser · NEWCASTLE WEST, NSW

Matthew Kevin Edmonds

9 Years experience
Tax advice
authorised
Currently at
Cutcher & Neale Financial Services Pty Ltd
Newcastle West, NSW
View firm profile
ASIC Registered · ADV 001259455

Matthew Kevin Edmonds is a financial adviser based in Newcastle West, New South Wales, with 9 years of experience in the financial services industry. Matthew is currently authorised under Cutcher & Neale Financial Services Pty Ltd. Matthew holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Newcastle. Matthew is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

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

Restrictions: Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Authorised to provide tax financial advice services

Qualifications and Training

2002
Bachelor of Commerce
University of Newcastle
2005
Chartered Accountant Program
Chartered Accountants Australia and New Zealand
2016
Accountants SMSF Package SUB--514994
Kaplan Higher Education
2016
Certificate IV Finance & Mortgage Broking
Kaplan Higher Education
2017
Accountants Financial Planning SUB--546116
Kaplan Higher Education
2017
Accountants Life Insurance SUB--528238
Kaplan Higher Education
2017
Diploma of Financial Planning
Kaplan Higher Education
2017
Securities and Managed Investments SUB--515022
Kaplan Higher Education
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education

Registration History

Cutcher & Neale Financial Services Pty Ltd
Dec 2020 - Present Current
Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.
Cutcher & Neale Financial Services Pty Ltd
Oct 2017 - Jun 2019 Ceased
Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Source: ASIC Financial Advisers Register