Financial Adviser · SYDNEY, NSW

Matthew Richardson

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001256375

Matthew Richardson is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry. Matthew is currently authorised under Aware Financial Services Australia 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 Master of Financial Planning from Kaplan Higher Education Pty Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2011
LAW101 Law, Business and Society
University of Wollongong
2011
LAW315 Taxation Law
University of Wollongong
2015
Bachelor of Commerce
University of Wollongong
2016
Diploma of Financial Planning FNS50615
Monarch Institute
2018
Advanced Diploma of Financial Planning FNS60415
Monarch Institute
2020
FPC001B Economic and Legal Context for Financial Planning
Kaplan Higher Education Pty Ltd
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2022
Master of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Feb 2026 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Oct 2024 - Jan 2026 Ceased
Jun 2022 - Sep 2024 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jul 2017 - Feb 2019 Ceased

Source: ASIC Financial Advisers Register