Financial Adviser · MELBOURNE, VIC

Andrew James Mathis

MELBOURNE, VIC

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001260823

Currently at

Jbwere

Melbourne, VIC (firm address)

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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. 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