Financial Adviser · MELBOURNE, VIC

Matthew Grant Pattison

MELBOURNE, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001263228

Licensee

Jbwere

Melbourne, VIC (licence address on ASIC register)

View licensee

About Matthew Grant Pattison

Matthew Grant Pattison is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Matthew is currently authorised under Jbwere. Matthew holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Matthew's qualifications include a Bachelor of Agricultural Science from The University of Melbourne.

Authorised to Advise On

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

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

2006

Bachelor of Agricultural Science

The University of Melbourne

2015

Professional Diploma in Stockbroking

Stockbrokers and Financial Advisers Association Limited

2017

Graduate Certificate of Finance

Macquarie University

2017

Portfolio Management and Valuation

Macquarie University

2024

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2025

Client Engagement Skills

Behavioural Finance - Kaplan Higher Education Pty Limited

2025

Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

2025

Tax for Financial Advising

Kaplan Higher Education Pty Limited

Registration History

Jbwere Ltd

Apr 2018 - Present Current

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

Source: ASIC Financial Advisers Register