Financial Adviser · LUTWYCHE, QLD

Matthew Scherhag

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001942

Matthew Scherhag is a financial adviser based in Lutwyche, Queensland, with 13 years of experience in the financial services industry. Matthew is currently authorised under Momentum Advice 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 Master of Financial Planning from Griffith University. 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

2013
Diploma of Financial Planning
International Institute of Technology
2014
Advanced Diploma of Financial Planning
International Institute of Technology
2015
Graduate Certificate in Financial Planning
Griffith University
2016
Self Managed Superannuation Fund
International Institute of Technology
2016
Tier 1 Specialist Margin Lending
International Institute of Technology
2017
Master of Financial Planning
Griffith University
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Apr 2020 - Present Current
Dec 2018 - Apr 2020 Ceased
May 2013 - Dec 2018 Ceased

Source: ASIC Financial Advisers Register