Financial Adviser
· ANNERLEY, QLD
Matthew Gates
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235260
Matthew Gates is a financial adviser based in Annerley, Queensland, with 24 years of experience in the financial services industry since 2002. Matthew is currently authorised under Bombora Advice Pty Ltd, operating through Bombora Advice. 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 Health Science (Human Movement) from The University of New England.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Health Science (Human Movement)
The University of New England
2013
Associate Chartered Financial Practitioner (AChFP)
Mentor
2016
Advanced Diploma of Financial Planning
Mentor
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Securities - Class of product only. Government Debentures, Stocks or Bonds - Class of product only.
Source: ASIC Financial Advisers Register