Financial Adviser · BIRTINYA, QLD

Matthew David Bazzica

BIRTINYA, QLD
22 Years experience
ASIC Registered · ADV 000250437
Currently at
Brisbane City, QLD (firm address)

About Matthew David Bazzica

Matthew David Bazzica is a financial adviser based in Birtinya, Queensland, with 22 years of experience in the financial services industry since 2004. Matthew is currently authorised under Pgw Financial Services. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Matthew's qualifications include a Advanced Diploma of Financial Planning from Mentor Education. Matthew is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Qualifications and Training

2008
Diploma of Financial Services
Kaplan
2013
Margin Lending and Geared Investments
Kaplan
2014
Self Managed Superannuation Funds
Kaplan
2017
Advanced Diploma of Financial Planning
Mentor Education

Registration History

Oct 2021 - Present Current
Dec 2013 - Oct 2021 Ceased
Direct Equities - excludes direct equities advice
APOGEE FINANCIAL PLANNING PTY LTD
Jul 2013 - Dec 2013 Ceased
Jun 2012 - Jul 2013 Ceased
Sep 2008 - May 2012 Ceased

Source: ASIC Financial Advisers Register