Financial Adviser · MILTON, QLD

Matthew Glen Skowronski

11 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000472128

Matthew Glen Skowronski is a financial adviser based in Milton, Queensland, with 11 years of experience in the financial services industry. Matthew is currently authorised under Industry Fund Services 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 Master of Financial Planning from Kaplan Professional. Matthew is a member of SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance:(a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning) (FNS50804)

Kaplan

2010

Advanced Diploma of Financial Services (Financial Planning) (FNS60404)

Kaplan Professional

2012

Self-Managed Superannuation Funds

Kaplan Professional

2014

Diploma of Finance and Mortgage Broking Management

Kaplan Professional

2019

Bachelor of Business(Financial Planning)

ROYAL MELBOURNE INSTITUTE OF TECHNOLOGY

2020

Master of Financial Planning

Kaplan Professional

Registration History

Industry Fund Services Limited

Dec 2024 - Present Current

IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance:(a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

United Super Pty Ltd

Dec 2022 - Nov 2024 Ceased

Intra Fund Advice.

Count Financial Limited

Jan 2021 - Sep 2022 Ceased

Not authorised to provide personal advice on Margin Lending Facility.

Pgw Financial Services Pty Ltd

Nov 2018 - Nov 2020 Ceased

Financial Wisdom Limited

Oct 2016 - Feb 2018 Ceased

Not authorised to provide personal advice on Securities, Standard Margin Lending

A.C.N. 133 593 012 PTY LTD

Feb 2015 - Apr 2015 Ceased

Source: ASIC Financial Advisers Register