Financial Adviser · WARNERS BAY, NSW

Jason David Matthews

WARNERS BAY, NSW

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004109

Currently at

Richplan

Melbourne, VIC (firm address)

View firm profile

About Jason David Matthews

Jason David Matthews is a financial adviser based in Warners Bay, New South Wales, with 19 years of experience in the financial services industry since 2007. Jason is currently authorised under Capstone Financial Planning. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Bachelor of Business (Finance) from Southern Cross University. Jason 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

Restrictions: This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2003

Certificate IV in Business Management

New South Wales TAFE Commission Australia

2006

Diploma of Financial Services (Financial Planning)

Tribeca (Kaplan Professional)

2017

Bachelor of Business (Finance)

Southern Cross University

2022

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2024

Accredited Listed Product Adviser Program

Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Jan 2020 - Present Current

This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Financial Wisdom Limited

Feb 2018 - Dec 2019 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Commonwealth Financial Planning Limited

Jun 2010 - Feb 2018 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register