Financial Adviser
· LEEDERVILLE, WA
James Polwart-matich
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000463249
James Polwart-matich is a financial adviser based in Leederville, Western Australia, with 16 years of experience in the financial services industry. James is currently authorised under Matich Financial Services Pty Ltd. James 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 Commerce from University of Auckland. James is a member of Association of Independently Owned Financial Professionals (AIOFP).
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
2012
Bachelor of Commerce
University of Auckland
2014
Diploma of Financial Planning
Kaplan
2015
Securities and Managed Investments
Kaplan
2018
DFP5v3 Tax for Financial Advising
Kaplan Professional
2018
TASACLv2 Commercial Law
Kaplan Professional
2021
Advanced Diploma of Financial Planning
Kaplan Professional
2025
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
Not authorised for Self-Managed Superannuation Funds.
MCA FINANCIAL PLANNERS PTY. LTD.
SPECTRUM WEALTH ADVISERS PTY LTD
Full advice
ACN 143 933 644 PTY LTD
Source: ASIC Financial Advisers Register