Financial Adviser
· OXENFORD, QLD
Matthew James Robertson
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263499
Matthew James Robertson is a financial adviser based in Oxenford, Queensland, with 29 years of experience in the financial services industry. Matthew is currently authorised under Mdrc Wealth 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 (CFP) from 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
Authorised to provide tax financial advice services
Qualifications and Training
1997
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2002
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
Registration History
GWM ADVISER SERVICES PTY LTD
A.C.N. 116 900 362 LIMITED
Source: ASIC Financial Advisers Register