Financial Adviser
· MILTON, QLD
Curt Alan Mathews
No disciplinary history on record with ASIC
MILTON,
QLD
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000442359
About Curt Alan Mathews
Curt Alan Mathews is a financial adviser based in Milton, Queensland, with 18 years of experience in the financial services industry since 2008. Curt works at Morgans Financial, which is licensed through Morgans Financial Limited. Curt holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Curt's qualifications include a Master of Applied Finance from Kaplan.
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
2006
Diploma of Financial Services (Financial Planning)
Finsia
2009
Graduate Diploma in Financial Planning
Kaplan Professional
2009
Graduate Diploma of Applied Finance
Kaplan Professional
2013
Master of Applied Finance
Kaplan
2020
Ethics and Professional Relationships
Ethics - QUT
Registration History
One off licenseeapproval isrequired for allMDA services andproducts which areeither not on theapproved productlist or Derivatives
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register