Financial Adviser
· MELBOURNE, VIC
Matthew Hartley Homewood
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250708
Matthew Hartley Homewood is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry. Matthew is currently authorised under Bongiorno Wealth Management Pty Ltd. 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 Arts (Criminology) from University of Melbourne. Matthew is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Arts (Criminology)
University of Melbourne
2013
Bachelor of Commerce (Finance and Management)
University of Melbourne
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2024
FPC006 Taxation for Financial Planning
Kaplan Higher Education
2024
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education