Financial Adviser
· PARRAMATTA, NSW
Matthew Mousa
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237777
Matthew Mousa is a financial adviser based in Parramatta, New South Wales, with 11 years of experience in the financial services industry. Matthew is currently authorised under Tlk Financial Services 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 Masters of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Advanced Diploma of Financial Planning
Mentor Education
2017
Self Managed Super Fund Accredited
Mentor Education
2018
Accredited Aged Care Professional
Aged Care Steps
2020
Graduate Diploma of Financial Planning
Kaplan Professional
2021
Masters of Financial Planning
Kaplan Professional
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
A.C.N. 140 520 225 PTY LTD
Advice on Superannuation excludes self managed superannuation funds.
Source: ASIC Financial Advisers Register