Financial Adviser
· SOUTH BRISBANE, QLD
Matthew Atkinson
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004184
Matthew Atkinson is a financial adviser based in South Brisbane, Queensland, with 16 years of experience in the financial services industry. Matthew is currently authorised under Consultum Financial Advisers 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.
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
2005
Bachelor of Information Systems
University of Tasmania
2010
Graduate Diploma in Financial Planning
University of the Sunshine Coast
2013
Certified Financial Planner
Financial Planning Association of Australia
2022
TASACLv2 Commercial Law
Kaplan Professional Education
2022
Taxation for Financial Planning
Kaplan Professional Education
Registration History
QINVEST LIMITED
SMSF excludes SMSF
Superannuation - Not authorised to provide SMSF advice
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register