Financial Adviser
· SYDNEY, NSW
Mathew James Walters
No disciplinary history on record with ASIC
SYDNEY,
NSW
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234437
Mathew James Walters is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. Mathew is currently authorised under Australia National Investment Group, operating through Pacific Wealth Partners. Mathew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mathew's qualifications include a Master of Commerce from Deakin University. Mathew 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Master of Commerce
Deakin University
2012
Diploma of Financial Planning
International Institute of Technology
2017
Advanced Diploma of Financial Planning
International Institute of Technolgy
Registration History
AAN WEALTH MANAGEMENT PTY LTD
AON HEWITT FINANCIAL ADVICE LIMITED
Source: ASIC Financial Advisers Register