Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORTH SYDNEY, NSW

Matthew Lloyd

NORTH SYDNEY, NSW
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001008270
Currently at
Akumin Financial Planning
Sydney, NSW (firm address)
View firm profile

Matthew Lloyd is a financial adviser based in North Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. Matthew is currently authorised under Akumin Financial Planning. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a Master of Business Administration from University of Sydney.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2003
Master of Business Administration
University of Sydney
2014
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
SMSF Course
Integrity Education Group
2018
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2018
Securities
Kaplan Higher Education Pty Limited
2024
Master of Financial Planning
Deakin University

Registration History

Akumin Financial Planning Pty Limited
Jun 2016 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Jun 2015 - May 2016 Ceased
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
May 2015 - May 2015 Ceased
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register