Financial Adviser
· BRISBANE CITY, QLD
Emily Matthews
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261200
About Emily Matthews
Emily Matthews is a financial adviser based in Brisbane City, Queensland, with 8 years of experience in the financial services industry since 2018. Emily is currently authorised under Sps Licence. Emily holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Emily's qualifications include a Graduate Diploma of Financial Planning from Kaplan.
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
2017
Advanced Diploma of Financial Planning
Monarch Institute
2017
Diploma of Financial Planning
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan