Financial Adviser
· ROCKHAMPTON, NT
Alissa Rose Matthews
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000429708
Alissa Rose Matthews is a financial adviser based in Rockhampton, Northern Territory, with 14 years of experience in the financial services industry. Alissa is currently authorised under Paragem Pty Limited. Alissa 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Alissa 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
2012
Diploma of Financial Planning
Kaplan Professional
2012
Margin Lending
Kaplan Professional
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2017
DFP5v3 Tax for Financial Advising
Kaplan Professional
2017
TASACLv1 Commercial Law
Kaplan Professional
2018
Self-Managed Superannuation Funds
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education