Financial Adviser
· BRISBANE CITY, QLD
Matthew Gellweiler
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001236840
About Matthew Gellweiler
Matthew Gellweiler is a financial adviser based in Brisbane City, Queensland, with 11 years of experience in the financial services industry since 2015. Matthew is currently authorised under Walshs Financial Planning. 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 from Griffith University. Matthew is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce
Griffith University
2015
Diploma of Financial Planning
Kaplan Education Pty Ltd
2018
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2022
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2022
Self Managed Superannuation Funds
Kaplan Higher Education
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2026
Margin Lending Specialist Subject
Kaplan Higher Education