Financial Adviser · JOONDALUP, WA

Mathew Hanlon

25 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002612

Mathew Hanlon is a financial adviser based in Joondalup, Western Australia, with 25 years of experience in the financial services industry. Mathew is currently authorised under Synchron Advice Pty Ltd. Mathew 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation - All authorisation does not included SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2009
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2018
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited

Registration History

Jul 2024 - Present Current
Superannuation - All authorisation does not included SMSF advice
Jul 2022 - Oct 2023 Ceased
Jun 2021 - May 2022 Ceased
GWM ADVISER SERVICES PTY LTD
Sep 2020 - May 2021 Ceased
Jun 2006 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register