Financial Adviser · MURCHISON, VIC

Matthew Perry

MURCHISON, VIC

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000234896

Currently at

Lilliputian Financial Services

Sydney, NSW (firm address)

View firm profile

About Matthew Perry

Matthew Perry is a financial adviser based in Murchison, Victoria, with 23 years of experience in the financial services industry since 2003. Matthew is currently authorised under Wealth Today, operating through Lilliputian Financial 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 Bachelor of Commerce from The University of Melbourne.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation - All authorisation above excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

1989

Bachelor of Commerce

The University of Melbourne

2006

Diploma of Financial Services

Dover Financial Training Pty Ltd

Registration History

Wealth Today Pty Ltd

Mar 2022 - Present Current

Superannuation - All authorisation above excludes SMSF advice

Wealth Today Pty Ltd

Jul 2018 - Dec 2021 Ceased

DOVER FINANCIAL ADVISERS PTY LTD

Jan 2016 - Jul 2018 Ceased

Lionsgate Financial Group Pty. Ltd.

Jan 2014 - Dec 2015 Ceased

DOVER FINANCIAL ADVISERS PTY LTD

Feb 2007 - Jan 2014 Ceased

MCA FINANCIAL PLANNERS PTY. LTD.

Oct 2006 - Feb 2007 Ceased

Lifespan Financial Planning Pty Ltd

Jul 2003 - Oct 2003 Ceased

Source: ASIC Financial Advisers Register