Financial Adviser
· SURREY HILLS, VIC
Matthew Scholten
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000241940
Matthew Scholten is a financial adviser based in Surrey Hills, Victoria, with 31 years of experience in the financial services industry. Matthew is currently authorised under Elect 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 Certified Financial Planner from Financial Planning Association of Australia. Matthew is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Diploma
2003
Certified Financial Planner
Financial Planning Association of Australia
2003
Diploma of Financial Planning
Deakin University
2011
SMSF Association Specialist Accreditation Program
Self Managed Super Fund Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional