Financial Adviser · MELBOURNE, VIC

Matthew Clipstone

MELBOURNE, VIC

1 Years experience

Tax advice
authorised

ASIC Registered · ADV 001312884

Currently at

Advocate Advisory

Melbourne, VIC (firm address)

View firm profile

About Matthew Clipstone

Matthew Clipstone is a financial adviser based in Melbourne, Victoria, with 1 year of experience in the financial services industry since 2025. Matthew is currently authorised under Advocate Advisory. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a Bachelor of Accounting from Monash University. Matthew is a member of Chartered Financial Analyst Institute (CFA Institute).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Excluding Self-Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2016

Bachelor of Accounting

Monash University

2020

Chartered Financial Analyst (CFA)

CFA Institute

2020

Chartered Financial Analyst (CFA) Program

CFA Institute

2022

Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2022

Graduate Diploma of Financial Planning

Kaplan Professional

2022

Tax and Commercial Law for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

Registration History

Advocate Advisory Pty. Ltd.

Oct 2026 - Present Current

Excluding Self-Managed Superannuation Funds

Equity & Super Pty Ltd

Nov 2024 - Feb 2026 Ceased

Equity & Super Pty Ltd

Feb 2024 - Feb 2026 Ceased

Source: ASIC Financial Advisers Register