Financial Adviser · BROADMEADOW, NSW

Matthew James Williams

BROADMEADOW, NSW

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000398225

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

About Matthew James Williams

Matthew James Williams is a financial adviser based in Broadmeadow, New South Wales, with 15 years of experience in the financial services industry since 2011. Matthew is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. 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 Certified Financial Planner Education Program (5 units) from FPA Australia. Matthew is a member of Certified Financial Planner (CFP) or FAAA, Financial Advice Association of Australia (FAAA) and MDRT - The Premier Association of Financial Professionals.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Commerce

University of Newcastle

2011

Margin Lending and Geared Investments Program

Kaplan Professional

2013

Self Managed Superannuation Funds Program

Kaplan Professional

2016

Certified Financial Planner Education Program (5 units)

FPA Australia

Registration History

Matrix Planning Solutions Limited

Feb 2011 - Present Current

Source: ASIC Financial Advisers Register