Financial Adviser
· SYDNEY, NSW
Matthew Werakso
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002170
Matthew Werakso is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Matthew is currently authorised under Unisuper Management 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 from Christian Brothers University. Matthew is a member of 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
2003
Master of Business Administration
Christian Brothers University
2012
Diploma of Financial Services (Financial Planning)
KAPLAN
2013
Advanced diploma in financial planning
Kaplan Professional
2019
Ethics and Professionalism in financial advice
Ethics - Kaplan Professional