Financial Adviser · MELBOURNE, VIC

Matthew Paul Panzarino

3 Years experience
Tax advice
authorised
ASIC Registered · ADV 001300154

Matthew Paul Panzarino is a financial adviser based in Melbourne, Victoria, with 3 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 Advice 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 Margin Lending

Restrictions: Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

2015
Bachelor of Business (Accounting)
RMIT University
2016
FNS50615 Diploma of Financial Planning
Kaplan Education Pty Ltd
2018
FNS60415 Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2021
Graduate Diploma of Financial Planning
Kaplan Education Pty Ltd
2024
5 Unit CFP Certification Program
Financial Advice Association of Australia Limited
2025
Master of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Nov 2022 - Present Current
Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Source: ASIC Financial Advisers Register