Financial Adviser · BELLERIVE, TAS

Matthew John Clingeleffer

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002036

Matthew John Clingeleffer is a financial adviser based in Bellerive, Tasmania, with 27 years of experience in the financial services industry. Matthew is currently authorised under Fortnum Private Wealth 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 Kaplan Higher Education Pty Limited. Matthew is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Advising
Securities Institute
2012
Cert IV in Finance & Mortgage Broking
Kaplan
2015
Diploma of Financial Planning
International Institute of Technology
2015
SMSF
FirstTech
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Oct 2019 - Present Current
Jul 2015 - Sep 2019 Ceased
Not authorised to provide personal advice on Securities, Standard Margin Lending
Aug 2006 - Jul 2015 Ceased

Source: ASIC Financial Advisers Register