Financial Adviser · HAWTHORN, VIC

Sean Matthew Birch

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000332392

Sean Matthew Birch is a financial adviser based in Hawthorn, Victoria, with 18 years of experience in the financial services industry. Sean is currently authorised under My Dedicated Advisory Pty Ltd. Sean 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 Degree from - University of Ballarat. Sean is a member of CPA Australia (CPA) and 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1991
Bachelor Degree
- University of Ballarat
2004
Post Graduate
- CPA Australia
2008
Diploma
- Mentor Asset Management Pty Ltd

Registration History

Jul 2016 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Sep 2010 - Jul 2016 Ceased
TVISION PTY LTD
Nov 2008 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register