Financial Adviser
· ADELAIDE, SA
Matthew Kerrish
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001729
Matthew Kerrish is a financial adviser based in Adelaide, South Australia, with 19 years of experience in the financial services industry. Matthew is currently authorised under Capstone Financial Planning 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 Graduate Diploma of Financial Planning from FINSIA. Matthew is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Diploma of Financial Markets
Securities Institute
2008
Graduate Diploma of Financial Planning
FINSIA
2010
Margin Lending and Geared Investments
Kaplan Professional
2020
Super Concepts & ICFS Specialist SMSF Course Online
University of Adelaide
Registration History
Source: ASIC Financial Advisers Register