Financial Adviser
· LAUNCESTON, TAS
Matthew Carter
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000332664
Matthew Carter is a financial adviser based in Launceston, Tasmania, with 18 years of experience in the financial services industry. Matthew is currently authorised under Consultum Financial Advisers 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 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
ANZIIF
2014
Advanced Diploma of Financial Planning
Kaplan
2018
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
This Adviser is not authorised to provide advice on Margin Lending.
SMSF - limited to advising on the investment strategy
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register