Financial Adviser
· MELBOURNE, VIC
Matthew Richard Jones
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261227
Matthew Richard Jones is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Matthew is currently authorised under Oreana Financial Services Pty Ltd. 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 Bachelor of Financial Planning/Bachelor of Accounting from Central Queensland University. 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
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Financial Planning/Bachelor of Accounting
Central Queensland University
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited