Financial Adviser
· MELBOURNE, VIC
Matthew Parrella
No disciplinary history on record with ASIC
MELBOURNE,
VIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002226
About Matthew Parrella
Matthew Parrella is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry since 2012. Matthew is currently authorised under Findex Advice Services. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a CFP from FPA. 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
Restrictions: Excluding LRBA's
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
AMP
2008
Bachelor of Commerce (Financial Planning)
Deakin University
2011
CFP
FPA
2017
SMSF Core Course
DBA
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Excluding LRBA's
Excluding LRBA's
X VENTURE CAPITAL PTY LTD
Source: ASIC Financial Advisers Register