Financial Adviser
· ALBANY, WA
Matthew George Owen
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006406
Matthew George Owen is a financial adviser based in Albany, Western Australia, with 25 years of experience in the financial services industry. Matthew is currently authorised under Canaccord Genuity Financial Limited. 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 Diploma of Financial Services (Financial Planning) from Financial Planning 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
2005
Diploma of Financial Services (Financial Planning)
Financial Planning Association
2007
ASIC PS146 Compliance (Securities and Managed Investments)
Securities and Derivatives Industry Association
2010
Margin Lending
Stockbrokers Association of Australia
2010
Professional Diploma in Stockbroking
Stockers Association of Australia
2021
Relevant Provider Exam
FASEA