Financial Adviser · MANDURAH, WA

Matthew James Rutter

26 Years experience

Tax advice
authorised

Currently at

Bensville, NSW

View firm profile

ASIC Registered · ADV 000260334

Matthew James Rutter is a financial adviser based in Mandurah, Western Australia, with 26 years of experience in the financial services industry. Matthew is currently authorised under Oakwood Financial Group Pty 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 Bachelor of Commerce from Newcastle University.

Authorised to Advise On

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

Restrictions: Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Commerce

Newcastle University

2000

Diploma of Financial Planning

Deakin University

2021

FASEA

Registration History

Oakwood Financial Group Pty Limited

Aug 2005 - Present Current

Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.

Source: ASIC Financial Advisers Register