Financial Adviser · MORNINGTON, VIC

Matthew James Mcmahon

16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000382916

Matthew James Mcmahon is a financial adviser based in Mornington, Victoria, with 16 years of experience in the financial services industry. Matthew is currently authorised under Mpfs Private Wealth 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 Certified Financial Planner 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 Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005
Bachelor of Commerce
Monash University
2010
Diploma of Financial Planning
Kaplan
2012
Advanced Diploma of Financial Planning
Kaplan
2015
Certified Financial Planner
FPA

Registration History

Jun 2021 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
May 2015 - Jun 2021 Ceased
Sep 2010 - May 2015 Ceased

Source: ASIC Financial Advisers Register