Financial Adviser
· SURREY HILLS, VIC
Matthew James Smith
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000301211
Matthew James Smith is a financial adviser based in Surrey Hills, Victoria, with 20 years of experience in the financial services industry. Matthew is currently authorised under Mks Wealth Management 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 Bachelor of Commerce (Accounting & Finance) from Monash University.
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
1997
Bachelor of Commerce (Accounting & Finance)
Monash University
2003
Graduate Diploma of Applied Finance and Investment (Historical SIA/Finsia)
Kaplan Higher Education Pty Limited
2006
Graduate Diploma of Financial Planning (Historical SIA/Finsia)
Kaplan Higher Education Pty Limited
2011
Margin Lending & Geared Investments
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
Commercial Law
Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited