Data sourced from ASIC Financial Advisers Register
Financial Adviser · KINGSLEY, WA

Matthew Voce

15 Years experience
Tax advice
authorised
Currently at
Wealth Today Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000410178

Matthew Voce is a financial adviser based in Kingsley, Western Australia, with 15 years of experience in the financial services industry. Matthew is currently authorised under Wealth Today 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 CFP Certification Program from FPA. Matthew is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Same as Licensee excluding Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004
Bachelor of Commerce
Curtin University of Technology
2011
Core 1 Securities & Managed Investments Accreditation
Deakin Prime
2011
Margin Lending Accreditation Program
Deakin Prime
2016
Diploma of Financial Planning
Kaplan Education Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
2020
CFP Certification Program
FPA

Registration History

Wealth Today Pty Ltd
Nov 2020 - Present Current
Same as Licensee excluding Margin Lending
Twd Licensee Services Pty Ltd
Aug 2018 - Oct 2020 Ceased
Twd Licensee Services Pty Ltd
Dec 2015 - Aug 2018 Ceased
Canaccord Genuity Financial Limited
Aug 2011 - Nov 2015 Ceased

Source: ASIC Financial Advisers Register