Financial Adviser · SALE, VIC

Matthew Brian Bonnor

25 Years experience
Tax advice
authorised
ASIC Registered · ADV 000286577

Matthew Brian Bonnor is a financial adviser based in Sale, Victoria, with 25 years of experience in the financial services industry. Matthew is currently authorised under Consultum Financial Advisers 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 (CFP) from Financial Planning Association. 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of Business
Monash University
2002
Diploma of Financial Advising
Securities Institute
2010
Margin lending and Geared investments
Kaplan Proffessional
2013
Self Managed Superannuation Funds
Kaplan Proffessional
2016
Certified Financial Planner (CFP)
Financial Planning Association

Registration History

Aug 2021 - Present Current
Jun 2016 - Apr 2021 Ceased
Nov 2015 - Jun 2016 Ceased
Jun 2010 - Oct 2015 Ceased
Jun 2007 - Aug 2009 Ceased
Mar 2005 - Apr 2007 Ceased

Source: ASIC Financial Advisers Register