Financial Adviser · MOUNT RASCAL, QLD

Matthew John Tarte Healy

28 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 001004028

Matthew John Tarte Healy is a financial adviser based in Mount Rascal, Queensland, with 28 years of experience in the financial services industry. Matthew is currently authorised under Infocus Securities Australia 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 Diploma of Financial Planning from 7 - - Financial Planning Association of Australia. 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

Restrictions: Superannuation excludes SMSF advice and Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Financial Planning

7 - - Financial Planning Association of Australia

2003

Diploma of Financial Services (Financial Planning) FNB50199

Commonwealth Bank

2011

Margin Lending and Geared Investments

Kaplan Professional

Registration History

Infocus Securities Australia Pty Ltd

Feb 2022 - Present Current

Superannuation excludes SMSF advice and Securities excludes direct equities advice

Commonwealth Financial Planning Limited

Oct 2003 - Dec 2021 Ceased

Source: ASIC Financial Advisers Register