Financial Adviser · BLACKBURN, VIC

Chris Matthies

16 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000392551

Chris Matthies is a financial adviser based in Blackburn, Victoria, with 16 years of experience in the financial services industry. Chris is currently authorised under Charter Financial Planning Limited. Chris 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 Swinburne University of Technology.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Business

Swinburne University of Technology

2009

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy Pty Ltd

2018

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2019

Accredited Aged Care Professional

Aged Care Steps

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2021

FPE011 Debt Strategies

Kaplan Higher Education Pty Limited

2021

SuperConcepts Specialist SMSF Course

University of Adelaide

Registration History

Charter Financial Planning Limited

Jul 2015 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register