Financial Adviser · WEST END, QLD

Matthew George Kallis

22 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000283155

Matthew George Kallis is a financial adviser based in West End, Queensland, with 22 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 Master of Financial Planning from Griffith University.

Authorised to Advise On

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

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

2002

Bachelor of Business (Economics)

Queensland University of Technology

2005

Graduate Diploma of Financial Planning

Securities Institute

2006

ASX Listed Products Accreditation Course

Savings Factory

2019

Master of Financial Planning

Griffith University

Registration History

Charter Financial Planning Limited

Jun 2015 - Present Current

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

GENESYS WEALTH ADVISERS PTY LIMITED

Dec 2005 - Jun 2015 Ceased

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