Financial Adviser · THORNLANDS, QLD

Matthew Dale Boxer

20 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 000298156

Matthew Dale Boxer is a financial adviser based in Thornlands, Queensland, with 20 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan. Matthew is a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia (MFAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

Tribeca

2011

Diploma of Financial Services (Finance/Mortgage Broking Management)

AAMC Training Group

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan

2013

928S Margin Lending

Kaplan

2020

Self Managed Superannuation Funds

Kaplan

Registration History

Infocus Securities Australia Pty Ltd

Jun 2021 - Present Current

Securities excludes direct equities advice

Fortnum Private Wealth Ltd

Jul 2019 - Jun 2021 Ceased

Not authorised for Securities

HENDERSON MATUSCH PTY LTD

Sep 2015 - Jul 2019 Ceased

Matthew Boxer can provide credit assistance and credit services by way of a credit contract and consumer lease.

HENDERSON MATUSCH PTY LTD

Feb 2006 - Sep 2015 Ceased

Source: ASIC Financial Advisers Register