Financial Adviser
· KINGS MEADOWS, TAS
Matthew Bellenger
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000382571
Matthew Bellenger is a financial adviser based in Kings Meadows, Tasmania, with 16 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Matthew is a member of Financial Advice Association of Australia (FAAA).
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
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional (formerly FINSIA)
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
Fellow Chartered Financial Practitioner Program (FChFP)
Association of Financial Advisers
2019
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
Not authorised to provide personal advice on Standard Marging Lending.
Source: ASIC Financial Advisers Register