Financial Adviser
· TAMWORTH, NSW
Matthew James Marsh
No disciplinary history on record with ASIC
TAMWORTH,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234448
About Matthew James Marsh
Matthew James Marsh is a financial adviser based in Tamworth, New South Wales, with 12 years of experience in the financial services industry since 2014. Matthew is currently authorised under Principle 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 Master of Financial Services from University of New England. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Commerce
University of New England
2014
Graduate Certificate in Financial Services
University of New England
2014
Self Managed Superannuation Funds
Kaplan Professional Education
2018
Accredited Aged Care Professional
Aged Care Steps
2018
Master of Financial Services
University of New England
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register