Financial Adviser · WEST END, QLD

Matthew Brooker

15 Years experience
Tax advice
authorised
ASIC Registered · ADV 001000802

Matthew Brooker is a financial adviser based in West End, Queensland, with 15 years of experience in the financial services industry. Matthew is currently authorised under Charter Financial Planning Limited. 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 Business from James Cook University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Business
James Cook University
2009
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2014
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited

Registration History

May 2024 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Nov 2023 - Feb 2024 Ceased
Feb 2017 - Nov 2023 Ceased
Nov 2015 - Oct 2016 Ceased

Source: ASIC Financial Advisers Register