Financial Adviser
· HEATHERTON, VIC
Matthew Carnegie
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000383051
Matthew Carnegie is a financial adviser based in Heatherton, Victoria, with 20 years of experience in the financial services industry. Matthew is currently authorised under Synchron Advice 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 Graduate Diploma of Financial Planning from Kaplan. Matthew is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services (Financial Planning)
AMP Financial Services
2008
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education
2014
Advanced Self Managed Superannuation Funds Program
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
2019
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register