Financial Adviser · NEWCASTLE, NSW

Matthew Paul Haggarty

22 Years experience
ASIC Registered · ADV 000279718

Matthew Paul Haggarty is a financial adviser based in Newcastle, New South Wales, with 22 years of experience in the financial services industry. Matthew is currently authorised under Maxim Private Clients Pty Limited. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Certified Financial Planner from FPA. Matthew is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Qualifications and Training

1997
Certified Financial Planner
FPA
2010
Margin Lending and Geared Investments
Kaplan
2014
Cavendish & ICFS Specialist SMSF Course
University of Adelaide

Registration History

Dec 2018 - Present Current
Jan 2009 - Dec 2018 Ceased

Source: ASIC Financial Advisers Register