Financial Adviser
· SYDNEY, NSW
Matthew Davey
No disciplinary history on record with ASIC
SYDNEY,
NSW
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000452
Licensee
Sydney, NSW (licence address on ASIC register)
About Matthew Davey
Matthew Davey is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry since 2002. Matthew is currently authorised under Future Group Financial Services. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Matthew's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia. Matthew is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Services (Financial Planning)(FNS60404)
Tribeca
2006
Diploma of Financial Services (Financial Planning)(FNS50804)
Tribeca
2010
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2021
Master of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
SMARTMONDAY SOLUTIONS PTY LTD
ADVISER NETWORK PTY LTD
Source: ASIC Financial Advisers Register