Financial Adviser
· MACKAY, QLD
Matthew James Stevens
No disciplinary history on record with ASIC
MACKAY,
QLD
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000226321
About Matthew James Stevens
Matthew James Stevens is a financial adviser based in Mackay, Queensland, with 26 years of experience in the financial services industry since 2000. Matthew is currently authorised under Fyg Planners, operating through Financial Linx. 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 Certified Financial Planner from FPA. 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
1998
Bachelor of Commerce
James Cook University
2002
Diploma of Financial Planning
FPA
2003
Certified Financial Planner
FPA
2010
Margin Lending & Geared Investments
Kaplan Professional