Financial Adviser · BUNDALL, QLD

Matthew Gartrell

BUNDALL, QLD
19 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002698
Currently at
Brisbane City, QLD (firm address)

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

Oct 2026 - Present Current
Nov 2019 - Jun 2026 Ceased
Mar 2010 - Jun 2026 Ceased

Source: ASIC Financial Advisers Register