Financial Adviser
· MELBOURNE, VIC
Matthew Perrett
No disciplinary history on record with ASIC
26
Years experience
ASIC Registered · ADV 000267402
Matthew Perrett is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry. Matthew is currently authorised under Doquile Perrett Meade Financial Services Ltd. Matthew holds authorisations to advise on superannuation, managed investments, securities and deposit products. Their qualifications include a Certified Financial Planner from Financial Planning Association. Matthew is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
1999
Bachelor of Arts
Victoria University
2004
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2004
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2007
Certified Financial Planner
Financial Planning Association
2010
Margin Lending and Geared Investments
Kaplan Professional
2011
Self Managed Superannuation Funds
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2020
Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register