Financial Adviser
· FREWVILLE, SA
Matthew James Wilson
No disciplinary history on record with ASIC
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001285016
Matthew James Wilson is a financial adviser based in Frewville, South Australia, with 5 years of experience in the financial services industry. Matthew is currently authorised under Wealth Iq Group 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 Economics from The Flinders University of South Australia. Matthew is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Economics
The Flinders University of South Australia
1992
Chartered Accountant Program / Graduate Diploma
Chartered Accountants Australia and New Zealand
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
2020
Graduate Diploma in Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register