Data sourced from ASIC Financial Advisers Register
Financial Adviser · LEONGATHA, VIC

Matthew Edward Hams

LEONGATHA, VIC
24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000248043
Currently at
Consultum Financial Advisers
Sydney, NSW (firm address)
View firm profile

About Matthew Edward Hams

Matthew Edward Hams is a financial adviser based in Leongatha, Victoria, with 24 years of experience in the financial services industry since 2002. Matthew is currently authorised under Consultum Financial Advisers. 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 Graduate Diploma in Financial Planning from Kaplan Professional. Matthew is a member of CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Restrictions: Securities : As a referral service through an approved broker only

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Services (Financial Planning)
AMP Financial Services
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribecca
2010
Margin Lending and Geared Investments
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Graduate Diploma in Financial Planning
Kaplan Professional

Registration History

Consultum Financial Advisers Pty Ltd
Jun 2020 - Present Current
Securities : As a referral service through an approved broker only
Akumin Financial Planning Pty Limited
Jan 2004 - Jun 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register