Financial Adviser
· ALBERT PARK, VIC
Matt Jake Micallef
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271021
Matt Jake Micallef is a financial adviser based in Albert Park, Victoria, with 8 years of experience in the financial services industry. Matt is currently authorised under Chpw Financial Pty Ltd. Matt 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 Commerce with Distinction from Deakin University. Matt 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
2012
Diploma of Accounting
Chisholm Institute
2018
Bachelor of Commerce with Distinction
Deakin University
2018
Diploma of Financial Planning
Kaplan
2019
Securities & Managed Investments
Kaplan
2020
Tier 1 Margin Lending
Registration History
Not authorised to provide advice on self managed superannuation funds
Source: ASIC Financial Advisers Register