Financial Adviser
· PALM BEACH, QLD
Matthew Rencken
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263074
Matthew Rencken is a financial adviser based in Palm Beach, Queensland, with 8 years of experience in the financial services industry. Matthew is currently authorised under Clime Advice 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 CFP from FAAA. Matthew is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2009
Postgraduate Diploma in Financial Planning
University of Stellenbosch
2010
Advanced Postgraduate Diploma in Financial Planning
University of the Free State (South Africa)
2011
Bachelor of Commerce (BComm)
University of Stellenbosch
2018
Diploma of Financial Planning (FNS50615)
Kaplan Professional
2018
RG146 & The SMSF Association SSA
The University of Adelaide
2019
CFP
FAAA
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Client Engagement Skills FPC007B
Behavioural Finance - Kaplan Professional
2025
Economic and Legal Context for Financial Planning FPC001B
Regulation & Legal Obligations - Kaplan Professional
Registration History
LIBERTAS FINANCIAL PLANNING PTY LTD
MDA Services (Advice & Arrange only)
Matthew Rencken can provide Advice on Securities but cannot deal
Source: ASIC Financial Advisers Register