Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Andrew James Mathis

9 Years experience
Tax advice
authorised
Currently at
Jbwere Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001260823

Andrew James Mathis is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry since 2017. Andrew is currently authorised under Jbwere Ltd. Andrew holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Andrew's qualifications include a Bachelor of Commerce from - The Australian National University.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Foreign Exchange Deposit Products Government Bonds Margin Lending

Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product

Authorised to provide tax financial advice services

Qualifications and Training

2009
Bachelor of Commerce
- The Australian National University
2014
Graduate Diploma of Applied Finance
Kaplan Higher Education Pty Limited
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
Margin Lending Accreditation Program
Kaplan Higher Education Pty Limited

Registration History

Jbwere Ltd
Dec 2017 - Present Current
Superannuation - Can only advise on a person's existing holding in a superannuation product

Source: ASIC Financial Advisers Register