Financial Adviser
· NORTH SYDNEY, NSW
Matthew Prain
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000352229
Matthew Prain is a financial adviser based in North Sydney, New South Wales, with 14 years of experience in the financial services industry. Matthew is currently authorised under The Lunar Group Pty Limited. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. 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
2009
Diploma of Financial Services (Financial Planning) FNS50804
Mentor Education - RG146 Training Australia
2016
Margin Lending Accreditation Program
Deakin Prime
2016
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education - RG146 Training Australia
2017
Accredited Derivatives Adviser 1 & 2
Kaplan
2017
Advanced Diploma of Financial Planning
Mentor
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
DEALERSHIP SERVICES PTY LTD
DEALERSHIP SERVICES PTY LTD
A.C.N. 133 593 012 PTY LTD
Source: ASIC Financial Advisers Register