Financial Adviser
· SYDNEY, NSW
Matthew Zee
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001232926
Matthew Zee is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Matthew is currently authorised under Togethr Financial Planning 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 Commerce (Marketing and Organizational Behavior) from University of New South Wales. 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Agricultural Economics
Sydney University
1997
Master of Commerce (Marketing and Organizational Behavior)
University of New South Wales
2011
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2018
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
excluding Self Managed Superannuation Funds
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register