Financial Adviser
· PARRAMATTA, NSW
Matthew Mcinerney
No disciplinary history on record with ASIC
PARRAMATTA,
NSW
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000342695
About Matthew Mcinerney
Matthew Mcinerney is a financial adviser based in Parramatta, New South Wales, with 18 years of experience in the financial services industry since 2008. Matthew is currently authorised under Mufg Retire360. Matthew holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Matthew's qualifications include a Bachelor of Business from La Trobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business
La Trobe University
2007
Diploma of Financial Services (Financial Planning)
Kaplan
2013
Self Managed Superannuation Funds
Mentor Education
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
AFFINIA FINANCIAL ADVISERS PTY LTD
Not Authorised for SMSF
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Managed Investments: within Superannuation only - IDPS excluded; Superannuation - Not Authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register