Financial Adviser · HOBART, TAS

Matthew James White

2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001307952

Matthew James White is a financial adviser based in Hobart, Tasmania, with 2 years of experience in the financial services industry. Matthew is currently authorised under Shadforth Financial Group 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 Bachelor of Business from University of Tasmania.

Authorised to Advise On

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

Restrictions: Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

2018
Core 1 Securities & Managed Investments Accreditation Program
Stockbrokers & Financial Advisers Association Ltd / DeakinCo
2019
Bachelor of Business
University of Tasmania
2023
Graduate Diploma of Financial Planning
Kaplan Education Pty Ltd

Registration History

Feb 2024 - Present Current
Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Source: ASIC Financial Advisers Register