Financial Adviser · PERTH, WA

Matthew Wood

PERTH, WA

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000455467

Currently at

MacQuarie Bank Limited

Sydney, NSW (firm address)

View firm profile

About Matthew Wood

Matthew Wood is a financial adviser based in Perth, Western Australia, with 15 years of experience in the financial services industry since 2011. Matthew is currently authorised under MacQuarie Bank Limited, operating through MacQuarie Bank. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a CFP Certification Program from Financial Advice Association Australia. Matthew is a member of Financial Advice Association of Australia (FAAA) and SMSF 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

2006

BBFR Bachelor of Business (Financial Risk Management)

Victoria University

2012

Cavendish & ICFS Specialist SMSF Course

The University of Adelaide

2013

Master of Applied Finance

Macquarie University

2014

ASX Listed Products Accreditation Course

LPAC Online

2014

FNS50611 Diploma of Financial Planning

International Institute of Technology

2015

CFP Certification Program

Financial Advice Association Australia

2015

Specialist Accreditation Program

SMSF Association

2016

FNS40815 Certificate IV in Finance and Mortgage Broking

AAMC Training Group

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

MacQuarie Bank Limited

Jul 2026 - Present Current

MacQuarie Equities Limited

Jul 2026 - Present Current

Fortnum Private Wealth Ltd

Jul 2024 - Mar 2026 Ceased

Personal Financial Services Ltd

Nov 2019 - Jun 2024 Ceased

Count Financial Limited

Jul 2016 - Nov 2019 Ceased

Not authorised to provide personal advice on Standard Margin Lending

Count Financial Limited

Mar 2014 - May 2016 Ceased

Australia And New Zealand Banking Group Limited

Apr 2012 - Dec 2013 Ceased

Source: ASIC Financial Advisers Register