Financial Adviser
· MELBOURNE, VIC
Matthew James Dunbar
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003424
Matthew James Dunbar is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry. Matthew is currently authorised under Apt Wealth Partners 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 Certified Financial Planner from Financial Planning Association of Australia. 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce (Financial Planning, Accounting and Finance)
Deakin University
2014
Margin Lending
Pinnacle Financial Services Academy
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Certified Financial Planner
Financial Planning Association of Australia
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide personal advice on SMSF
Source: ASIC Financial Advisers Register