Financial Adviser
· MANLY VALE, NSW
Matthew Garrett Waters
No disciplinary history on record with ASIC
MANLY VALE,
NSW
24
Years experience
ASIC Registered · ADV 000443817
Matthew Garrett Waters is a financial adviser based in Manly Vale, New South Wales, with 24 years of experience in the financial services industry since 2002. Matthew is currently authorised under Sequoia Wealth Management, operating through Waters Private Wealth. Matthew holds authorisations to advise on superannuation, life insurance investments, managed investments and securities. Matthew's qualifications include a Bachelor of Economics from Macquarie Uinversity.
Authorised to Advise On
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1995
Bachelor of Economics
Macquarie Uinversity
2011
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
2021
FPC003 Superannuation and Retirement Advice
Kaplan Education Pty Ltd
2021
FPC004 Insurance Advice
Kaplan Education Pty Ltd
2021
FPC005 Estate and Succession Planning
Kaplan Education Pty Ltd
2021
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Education Pty Ltd
2021
FPC008 Investment Advice
Kaplan Education Pty Ltd
Registration History
Authorised to provide personal financial product advice to retail clients on interests in managed investment schemes limited to MDA services.
Source: ASIC Financial Advisers Register