Financial Adviser
· MELBOURNE, VIC
Mathew Will Schurmann
No disciplinary history on record with ASIC
MELBOURNE,
VIC
16
Years experience
ASIC Registered · ADV 001005765
Licensee
Melbourne, VIC (licence address on ASIC register)
About Mathew Will Schurmann
Mathew Will Schurmann is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry since 2010. Mathew works at Canaccord Genuity Financial, which is licensed through Canaccord Genuity Financial Limited. Mathew holds authorisations to advise on life insurance, life insurance investments, managed investments and securities. Mathew's qualifications include a Bachelor of Science (majors Maths and Oceanography) from University of New South Wales.
Authorised to Advise On
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1997
Bachelor of Science (majors Maths and Oceanography)
University of New South Wales
2010
Professional Diploma in Stockbroking
Stockbrokers Association of Australia
2011
Accredited Derivatives Adviser Level 1 Exam
Kaplan Professional Education
2020
Ethics Course
KAPLAN
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 1 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.
Source: ASIC Financial Advisers Register