Financial Adviser · GEELONG, VIC

Mathew Luke Spencer

17 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000343469

Mathew Luke Spencer is a financial adviser based in Geelong, Victoria, with 17 years of experience in the financial services industry. Mathew is currently authorised under Personal Financial Services 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 Advanced Diploma of Financial Services (Financial Planning) from Pinnacle.

Authorised to Advise On

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

Restrictions: Authorisation includes Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2009

Diploma of Financial Services (Financial Planning)

Tribeca

2010

Advanced Diploma of Financial Services (Financial Planning)

Pinnacle

2010

Margin Lending and Geared Investments

Kaplan

2011

Self Managed Superannuation Funds

Kaplan

2012

Diploma of Financial Services (Finance/ Mortgage Broking)

Kaplan

Registration History

Personal Financial Services Ltd

Dec 2018 - Present Current

Authorisation includes Self Managed Superannuation Funds

DIRECT MY WEALTH PTY LTD

Jan 2016 - Dec 2018 Ceased

Akumin Financial Planning Pty Limited

Dec 2009 - Oct 2015 Ceased

MDA services are restricted to Limited Authority to Operate services. 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