Financial Adviser
· NARRE WARREN, VIC
Joseph Mattar
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000436910
Joseph Mattar is a financial adviser based in Narre Warren, Victoria, with 13 years of experience in the financial services industry. Joseph is currently authorised under Ic Advice Pty Ltd. Joseph 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 Commerce / Bachelor of Laws from Deakin University Australia.
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
2009
Bachelor of Commerce / Bachelor of Laws
Deakin University Australia
2012
Graduate Diploma of Legal Practice
The College of Law Limited
2013
Dimploma of Financial Planning
International Institute of Technology
2023
Client Engagement Skills
KAPLAN Professional
2023
Economic and Legal Context for Financial Planning
KAPLAN Professional
2023
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN Professional
2023
Superannuation and Retirement Advice
KAPLAN Professional