Financial Adviser
· MELBOURNE, VIC
Matthew O'halloran
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003073
Matthew O'halloran is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry. Matthew is currently authorised under Shadforth Financial Group 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 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. 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
2008
Bachelor of Business (Accounting)
Australian Catholic University
2012
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2013
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2014
FNSASICR503A Provide Advice in Margin Lending
Pinnacle Financial Services Academy Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education