Financial Adviser
· TOOWOOMBA, QLD
Matthew James Long
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003311
Matthew James Long is a financial adviser based in Toowoomba, Queensland, with 21 years of experience in the financial services industry. Matthew is currently authorised under Professional Investment Services 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 Bachelor of Commerce from Griffith University. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Commerce
Griffith University
2004
DFP Modules 1-3 (FPA1, FPA2, FPA3)
FPA Australia
2005
Diploma of Financial Services (Financial Planning)
MLC Advice Education (RTO)
2006
Advanced Diploma of Financial Services (Financial Planning)
MLC Advice Education (RTO)
2008
Advanced Strategies for Self Managed Superannuation Funds Course
MLC Advice Education (RTO)
2017
Margin Lending and Geared Investments Program
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register