Financial Adviser
· BUNDALL, QLD
Matthew Gartrell
No disciplinary history on record with ASIC
BUNDALL,
QLD
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002698
About Matthew Gartrell
Matthew Gartrell is a financial adviser based in Bundall, Queensland, with 19 years of experience in the financial services industry since 2007. Matthew is currently authorised under Pgw Financial Services. 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. Matthew 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
2007
ASX Accredited Derivatives Adviser Level Two Exam
Tribeca Learning (Aust) Pty Limited
2008
Bachelor of Commerce
Bond University
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2012
924 Superannuation & Skills
Kaplan Higher Education Pty Limited
2012
Risk Management
Kaplan Higher Education Pty Limited
2013
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2014
Diploma Financial Planning
Kaplan Higher Education Pty Limited
2015
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2015
Advanced Financial Planning
Kaplan Higher Education Pty Limited
2022
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register