Financial Adviser
· MURARRIE, QLD
Matthew Francis Mccarthy
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004981
Matthew Francis Mccarthy is a financial adviser based in Murarrie, Queensland, with 25 years of experience in the financial services industry. Matthew is currently authorised under Ri Advice Group 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2008
Master of Financial Planning
University of the Sunshine Coast
2018
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2018
Certified Financial Planner
Financial Planning Association of Australia Limited
2019
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
Registration History
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register