Financial Adviser
· SYDNEY, NSW
Matthew Carter
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250641
Matthew Carter is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Matthew is currently authorised under Australian Financial Planning 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 Bachelor of Economics from University of New England. Matthew is a member of Mortgage and Finance Association of Australia (MFAA).
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
1995
Bachelor of Economics
University of New England
2001
Diploma of Financial Planning
Kaplan
2001
Graduate Diploma in Management
AGSM
2004
SMSF
Kaplan
Registration History
Source: ASIC Financial Advisers Register