Financial Adviser
· MACKAY, QLD
Matthew Neill
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000462120
Matthew Neill is a financial adviser based in Mackay, Queensland, with 16 years of experience in the financial services industry. Matthew is currently authorised under Consultum Financial Advisers 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 Certified Financial Planner from Financial Planning Association of Australia 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
2008
Bachelor of Business
La Trobe University
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2018
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2018
Certified Financial Planner
Financial Planning Association of Australia Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education