Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Matthew Todd Mcgilvray

14 Years experience
Tax advice
authorised
Currently at
Aia Financial Services Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001004120

Matthew Todd Mcgilvray is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry. Matthew is currently authorised under Aia Financial Services 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 Commerce (Accounting and Financial Planning) from University of Wollongong. Matthew is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of Commerce (Accounting and Financial Planning)
University of Wollongong
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Aia Financial Services Pty Limited
Mar 2023 - Present Current
Aia Financial Services Pty Limited
Dec 2021 - Sep 2022 Ceased
Commonwealth Financial Planning Limited
May 2012 - Nov 2021 Ceased
Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register