Financial Adviser
· CAIRNS, QLD
Matthew William Carlsen
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000469657
Matthew William Carlsen is a financial adviser based in Cairns, Queensland, with 14 years of experience in the financial services industry. Matthew is currently authorised under Morgans Financial Limited. 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 Business from Swinburne University of Technology. 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
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Bachelor of Business
Swinburne University of Technology
2020
Ethics and Professional Relationships
Ethics - QUT
2021
Accredited Aged Care Professional
Aged Care Steps
Registration History
Source: ASIC Financial Advisers Register