Financial Adviser
· MELBOURNE, VIC
Matthew Keith Wilson
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001246331
Matthew Keith Wilson is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry. Matthew is currently authorised under Shaw And Partners Limited. Matthew holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Law) from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business (Law)
Monash University
2007
Diploma of Financial Services (Financial Planning)
Pinnacle
2008
Graduate Certificate of Wealth Management
Deakin University
2009
Accredited Derivatives Adviser Level One
Kaplan Higher Education Pty Ltd
2010
Accredited Derivatives Adviser Level 2 Exam
Kaplan Professional Education
2010
Accredited Derivatives Adviser Level Two
Kaplan Higher Education Pty Ltd
2010
Margin Lending Accreditation Program
Stockbrokers Association of Australia
2012
Self Managed Superannuation Funds
Kaplan Professional Education
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register