Financial Adviser
· WARILLA, NSW
Matthew John Jones
No disciplinary history on record with ASIC
WARILLA,
NSW
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001295834
Practice
Warilla, NSW (practice address on ASIC register)
Licensed through Smart Financial Capital
About Matthew John Jones
Matthew John Jones is a financial adviser based in Warilla, New South Wales, with 4 years of experience in the financial services industry since 2022. Matthew works at Smart Financial, which is licensed through Smart Financial Capital. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a Bachelor of Commerce (Finance & Financial Planning) from The University of Wollongong.
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
2017
Bachelor of Commerce (Finance & Financial Planning)
The University of Wollongong
2019
Self Managed Superannuation Funds
Kaplan Higher Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Margin Lending Specialist
Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register