Financial Adviser · NORWEST, NSW

Matthew Benjamin Read

NORWEST, NSW

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000243477

Currently at

Via Financial Group

Brisbane, QLD (firm address)

View firm profile

Matthew Benjamin Read is a financial adviser based in Norwest, New South Wales, with 28 years of experience in the financial services industry since 1998. Matthew is currently authorised under Gallagher Benefit Services, operating through Via Financial Group. 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 Certified Financial Planner from Financial Planning Association of Australia Limited. Matthew is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Commerce

Western Sydney University

2001

Diploma of Financial Planning

Financial Planning Association of Australia Limited

2002

CFP Certified Financial Planner

Financial Planning Association of Australia Limited

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2020

Financial Adviser Exam

FASEA

Registration History

Gallagher Benefit Services Pty Ltd

Oct 2024 - Present Current

VIAFGA PTY LTD

Mar 2019 - Oct 2024 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Dec 2003 - Mar 2019 Ceased

Source: ASIC Financial Advisers Register