Financial Adviser · SOUTH YARRA, VIC

Matthew John Mahon

10 Years experience

Tax advice
authorised

Currently at

South Yarra, VIC

View firm profile

ASIC Registered · ADV 001240244

Matthew John Mahon is a financial adviser based in South Yarra, Victoria, with 10 years of experience in the financial services industry. Matthew is currently authorised under Cbp Finance Pty Ltd. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a FPA CFP 4 from Other - FPA. Matthew is a member of Australian Financial Complaints Authority, CPA Australia (CPA), Financial Planning Association, Mortgage and Finance Association of Australia (MFAA) and Tax Practitioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Securities Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Commerce

Deakin University

2004

Certified Practicing Accountants Australia Program

CPA Australia

2015

Masters of Business Administration

Deakin University

2015

Registered Tax Agent

TPB

2016

Accountants Strategic Advice

Integrity Education Group

2016

Diploma of Financial Planning

Integrity Education Group

2016

FPA CFP 4

Other - FPA

2016

Finance Broker

Kaplan

2017

Tier 1 Margin Lending

KAPLAN

2018

Accredited Listed Product Provider

KAPLAN

2024

MAA769 Ethics for Financial Service

Ethics - Deakin

Registration History

Cbp Finance Pty Ltd

Oct 2023 - Present Current

Freedom Wealth Services Pty. Ltd.

Aug 2019 - Oct 2023 Ceased

Akumin Financial Planning Pty Limited

Nov 2017 - Aug 2019 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

EVERMORE MONEY MANAGEMENT PTY LTD

Sep 2016 - Nov 2017 Ceased

Akumin Financial Planning Pty Limited

Mar 2016 - Aug 2016 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register