Financial Adviser
· NEUTRAL BAY, NSW
Matthew James Leech
No disciplinary history on record with ASIC
NEUTRAL BAY,
NSW
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318407
Matthew James Leech is a financial adviser based in Neutral Bay, New South Wales, with 20 years of experience in the financial services industry since 2006. Matthew is currently authorised under GPS Wealth, operating through My Wealth Sydney. 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 Advanced Diploma of Financial Planning from Mentor Education.
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
2008
Diploma of Financial Services (Financial Planning)
AMP Financial Planning
2008
FNS40804 Certificate IV in Financial Services (Finance/Mortgage Broking)
Traineeship Management
2012
Advanced Diploma of Financial Planning
Mentor Education
2014
Accredited Listed Product Adviser Program
Kaplan Higher Education
2014
Self-Managed Superannuation Funds
Kaplan Higher Education
2016
Fellow, Chartered Financial Practitioner (FChFP)
Asia Pacific Financial Services Association
2016
Managed Investment Adviser (Personal Advice)
Mentor Education
Registration History
Not authorised to provide personal advice on Margin Lending
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
DOVER FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register