Financial Adviser
· SYDNEY, NSW
Matteo Pattaro
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001309558
Matteo Pattaro is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry. Matteo is currently authorised under Macquarie Bank Limited. Matteo 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 Limited.
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
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2025
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited