Financial Adviser
· SYDNEY, NSW
Matthew William Barton Smith
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242317
Matthew William Barton Smith is a financial adviser based in Sydney, New South Wales, with 23 years of experience in the financial services industry. Matthew is currently authorised under Altus Financial Services 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 Certified Financial Planner (CFP) from Financial Advice Association of Australia Limited. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Associate Diploma of Business
NSW TAFE
1999
Bachelor of Economics (Social Sciences)
University of Sydney
2003
Diploma of Financial Planning (DFP 1-8)
Financial Advice Association of Australia Limited
2009
Certified Financial Planner (CFP)
Financial Advice Association of Australia Limited
2010
RG146 Margin Lending
MLC ThreeSixty