Financial Adviser · BRISBANE CITY, QLD

Matthew Robert Alphonso Nicholson

28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000467549

Matthew Robert Alphonso Nicholson is a financial adviser based in Brisbane City, Queensland, with 28 years of experience in the financial services industry. Matthew is currently authorised under Fitzpatricks Private Wealth 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 Economics from James Cook University. Matthew is a member of SMSF Association.

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

1997
Bachelor of Economics
James Cook University
1997
Graduate Diploma in Financial Planning
Securities Institute Australia
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Self Managed Superannuation Funds
Mentor Education Group
2025
SMSF Specialist Advisor Program
SMSF Association Ltd

Registration History

Mar 2021 - Present Current
Oct 2014 - Jan 2021 Ceased
Managed Investment Schemes - MDA
Jun 2014 - Sep 2014 Ceased
PLANWEALTH PTY LTD
Oct 2008 - Jan 2010 Ceased
Nov 2006 - Oct 2008 Ceased

Source: ASIC Financial Advisers Register