Financial Adviser · FREWVILLE, SA

Matthew James Wilson

FREWVILLE, SA

5 Years experience

Tax advice
authorised

ASIC Registered · ADV 001285016

Currently at

Jv Wealth

Highgate, SA (firm address)

View firm profile

About Matthew James Wilson

Matthew James Wilson is a financial adviser based in Frewville, South Australia, with 5 years of experience in the financial services industry since 2021. Matthew is currently authorised under Wealth Iq Group, operating through Jv Wealth. 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 Bachelor of Economics from The Flinders University of South Australia. Matthew is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1990

Bachelor of Economics

The Flinders University of South Australia

1992

Chartered Accountant Program / Graduate Diploma

Chartered Accountants Australia and New Zealand

2020

Ethics & Professionalism in Financial Advice

Ethics - Kaplan

2020

Graduate Diploma in Financial Planning

Kaplan

Registration History

Wealth Iq Group Pty Ltd

Jun 2023 - Present Current

Optimal AFSL Pty Ltd

Dec 2020 - May 2023 Ceased

Source: ASIC Financial Advisers Register