Financial Adviser · CHELTENHAM, VIC

Matthew James Kerr

22 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 000264945

Matthew James Kerr is a financial adviser based in Cheltenham, Victoria, with 22 years of experience in the financial services industry. Matthew is currently authorised under Infocus Securities Australia 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 Certified Financial Planner from FPA. 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

Restrictions: Superannuation excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

1992

Bachelor of Economics

La Trobe University

2005

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2005

Diploma of Financial Services (FP)

Tribeca

2012

Certified Financial Planner

FPA

Registration History

Infocus Securities Australia Pty Ltd

Jan 2020 - Present Current

Superannuation excludes SMSF advice

Ri Advice Group Pty Ltd

Feb 2004 - Jan 2020 Ceased

Securities: Class of product only. Superannuation: not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register