Financial Adviser · SYDNEY, NSW

Matthew Kevin Fenning

13 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001233045

Matthew Kevin Fenning is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry. Matthew is currently authorised under Esencia Wealth Partners 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 Master of Business Administration (Executive) from University of New South Wales. Matthew is a member of Australian Institute of Company Directors (AICD) and Financial Advice Association of Australia (FAAA).

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

2013

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2013

Master of Business Administration (Executive)

University of New South Wales

2014

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2014

Self Managed Superannuation Funds

Kaplan Education Pty Limited

2015

Accredited Listed Product Adviser Program

Kaplan Education Pty Limited

2016

Graduate Diploma of Applied Finance

Kaplan Higher Education Pty Limited

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Esencia Wealth Partners Pty Ltd

Feb 2019 - Present Current

Fortnum Private Wealth Ltd

Jul 2015 - Feb 2019 Ceased

Akumin Financial Planning Pty Limited

Oct 2013 - Oct 2014 Ceased

Source: ASIC Financial Advisers Register