Financial Adviser · NORWEST, NSW

Matthew Robert Stevenson

NORWEST, NSW
13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000443544
Currently at
Norwest, NSW (firm address)

About Matthew Robert Stevenson

Matthew Robert Stevenson is a financial adviser based in Norwest, New South Wales, with 13 years of experience in the financial services industry since 2013. Matthew is currently authorised under Matrix Integrated Professional Advice, operating through Matrix Norwest Financial Planners. 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 Bachelor of Commerce (Economics and Finance) from University of Western Sydney. Matthew is a member of Financial Advice Association of Australia (FAAA), SMSF Association and Tax Institute of Australia.

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

1995
Bachelor of Commerce (Economics and Finance)
University of Western Sydney
2002
Diploma of Financial Services
The Association of Superannuation Funds of Australia
2002
Diploma of Superannuation Management
The Association of Superannuation Funds of Australia
2013
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional Education

Registration History

Jan 2016 - May 2022 Ceased
Aug 2013 - Dec 2015 Ceased

Source: ASIC Financial Advisers Register