Financial Adviser · MELBOURNE, VIC

Matthew Hale

17 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000327844

Matthew Hale is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry. Matthew is currently authorised under Akumin Financial Planning Pty Limited. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Finance and Financial Planning) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Bachelor of Commerce (Finance and Financial Planning)

Deakin University

2013

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2014

Fellow Chartered Financial Practitioner (FChFP)

RG146 Mentor Education Group

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Dec 2017 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

APOGEE FINANCIAL PLANNING PTY LTD

Jul 2008 - Dec 2017 Ceased

Source: ASIC Financial Advisers Register