Financial Adviser
· SYDNEY, NSW
Matt Haig
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002708
Matt Haig is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry. Matt is currently authorised under Macquarie Equities Limited. Matt 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 Bachelor of Economics (Social Sciences) from The 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
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Economics (Social Sciences)
The University of Sydney
1996
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).
Kaplan Higher Education Pty Limited
2001
Graduate Diploma of Financial Planning (Historical SIA / FINSIA).
Kaplan Higher Education Pty Limited
2007
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2014
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register