Financial Adviser
· WARRAGUL, VIC
Matthew John Accardi
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264544
Matthew John Accardi is a financial adviser based in Warragul, Victoria, with 8 years of experience in the financial services industry. Matthew is currently authorised under Smw Advisory 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 Business and Commerce from Monash University. Matthew is a member of CPA Australia (CPA), 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Business and Commerce
Monash University
2016
Certified Practicing Accountant Program
CPA Australia
2017
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2018
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd