Financial Adviser · ADELAIDE, SA

Matthew Boase

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 001236072

Matthew Boase is a financial adviser based in Adelaide, South Australia, with 27 years of experience in the financial services industry. Matthew is currently authorised under Shaw And Partners Limited. Matthew holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of South Australia. Matthew is a member of Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2000
Bachelor of Commerce
University of South Australia
2008
Graduate Diploma of Financial Planning
FINSIA
2012
ICFS Specialist SMSF Course
University of Adelaide

Registration History

Oct 2015 - Present Current
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Jul 2019 - Dec 2022 Ceased
Jul 2003 - Sep 2015 Ceased

Source: ASIC Financial Advisers Register