Financial Adviser
· SYDNEY, NSW
Matthew Joseph Congiusta
No disciplinary history on record with ASIC
SYDNEY,
NSW
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000413479
About Matthew Joseph Congiusta
Matthew Joseph Congiusta is a financial adviser based in Sydney, New South Wales, with 15 years of experience in the financial services industry since 2011. Matthew is currently authorised under Financial Keys Advice, operating through Financial Keys. 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 from Financial Planning Association. 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
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Business (Financial Planning)
University of Technology Sydney
2010
Bachelor of Computing
University of Technology Sydney
2011
Life Insuance Module
Kaplan
2012
ASX Accredited Listed Products Adviser (ALPA)
Kaplan
2012
Self Managed Super Fund Module
Kaplan
2015
CFP
Financial Planning Association
2020
DFP5vf- Tax for Financial Advising
Kaplan
2020
Tier 1- Margin Lending Personal Advice
Kaplan
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan