Financial Adviser
· MELBOURNE, VIC
Matthew James Donat
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237830
Matthew James Donat is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry. Matthew is currently authorised under Koda Capital Pty Ltd. Matthew holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Monash University. Matthew is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Tax Institute of Australia (TIA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce
Monash University
2010
Chartered Accountant
Institute of Chartered Accountants Australia
2013
Graduate Diploma of Financial Planning
Kaplan