Financial Adviser · FRANKSTON SOUTH, VIC

Mathew Cowan Hallam

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 001311885

Mathew Cowan Hallam is a financial adviser based in Frankston South, Victoria, with 22 years of experience in the financial services industry. Mathew is currently authorised under Infocus Securities Australia Pty Ltd. Mathew 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 (Accounting) from Deakin University.

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 and Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2016
Bachelor of Business (Accounting)
Deakin University
2024
Tax for Financial Advising
Kaplan Professional
2025
FPC001B Economic and Legal Context
Regulation & Legal Obligations - Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
FPC003 Superannuation andf Retirement Advice
Kaplan Professional
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional

Registration History

Apr 2025 - Present Current
Superannuation excludes SMSF advice and Securities excludes direct equities advice
Oct 2024 - Apr 2025 Ceased
Superannuation: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register