Financial Adviser · GEELONG WEST, VIC

Matthew John Stokes

13 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000431724

Matthew John Stokes is a financial adviser based in Geelong West, Victoria, with 13 years of experience in the financial services industry. Matthew is currently authorised under Akumin Financial Planning Pty Limited. 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 Bachelor of Commerce from Deakin University.

Authorised to Advise On

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

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

1994

Bachelor of Commerce

Deakin University

1999

Certified Practising Accountant (CPA)

CPA Australia

2012

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2015

Self Managed Superannuation Funds

Mentor Education Pty Ltd

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Dec 2012 - 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