Financial Adviser
· SYDNEY, NSW
Matthew Robinson
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239541
Matthew Robinson is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Matthew is currently authorised under Macquarie Equities 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 (Financial Economics) from The University of Sydney.
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
2015
Bachelor of Economics (Financial Economics)
The University of Sydney
2015
Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2017
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2018
Estate Planning
Kaplan Higher Education Pty Limited
2020
Margin Lending Accreditation
Stockbrokers and Financial Advisers Association Limited
2021
Graduate Diploma of Financial Planning.
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register