Financial Adviser · YARRA GLEN, VIC

Matthew Anderson

18 Years experience

Tax advice
authorised

Currently at

South Yarra, VIC

View firm profile

ASIC Registered · ADV 000416448

Matthew Anderson is a financial adviser based in Yarra Glen, Victoria, with 18 years of experience in the financial services industry. Matthew is currently authorised under The Advice Exchange 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 FPA. 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 Deposit Products Government Bonds

Restrictions: Excludes (i) Margin Lending (ii) Credit services (as related to financial planning)

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Business

Swinburne University of Technology

2003

Graduate Diploma of Financial Planning

SIA

2013

Self Managed Superannuation Fund Specialist Adviser

SPAA

2014

Certified Financial Planner

FPA

2019

Ethics & Professionalism in Financial Advice

Ethics - Kaplan

Registration History

The Advice Exchange Pty Ltd

Jan 2012 - Present Current

Excludes (i) Margin Lending (ii) Credit services (as related to financial planning)

Macquarie Equities Limited

Mar 2008 - Jan 2012 Ceased

Source: ASIC Financial Advisers Register