Financial Adviser
· TAMWORTH, NSW
Matthew Terrence Schuberth
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001297355
Matthew Terrence Schuberth is a financial adviser based in Tamworth, New South Wales, with 3 years of experience in the financial services industry. Matthew is currently authorised under Australian Financial Advisory Solutions 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 Bachelor of Commerce from University of Newcastle.
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
2020
Bachelor of Commerce
University of Newcastle
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2023
Certificate of Attainment RG146 Generic Knowledge
Financial Education Professionals
2023
RG146 Margin Lending
Financial Education Professionals
2023
Self-Managed Super Fund Accreditation
Super Concepts & ICFS SMSF Specialist
Registration History
Source: ASIC Financial Advisers Register