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

Matthew Kane Farrugia

MELBOURNE, VIC
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001241135
Currently at
Allerton Private Wealth
Sydney, NSW (firm address)
View firm profile

About Matthew Kane Farrugia

Matthew Kane Farrugia is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry since 2016. Matthew is currently authorised under Synchron Advice, operating through Allerton Private 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 Certified Financial Planner from Financial Planning Association of Australia. 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

Authorised to provide tax financial advice services

Qualifications and Training

2011
Bachelor of Commerce
La Trobe University
2011
Bachelor of Finance
La Trobe University
2011
Diploma of Financial Services (Financial Planning)
Mentor Education
2016
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2017
Certified Financial Planner
Financial Planning Association of Australia
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
SuperConcepts Specialist SMSF Online Course
Super Concepts

Registration History

Synchron Advice Pty Ltd
Nov 2024 - Present Current
Strategic Financial Management Pty. Ltd.
May 2020 - Oct 2024 Ceased
Personal Financial Services Ltd
Apr 2019 - Feb 2020 Ceased
Authorisation does not include Self Managed Superannuation Funds
Shadforth Financial Group Limited
Apr 2016 - Oct 2018 Ceased
This authority permits the person to provide the financial services specified under the direct supervision of a personal client adviser (PCA), or in the case of written advice, where it has been checked and countersigned by a PCA before issue. Can provide advice in Superannuation except Self Managed Superannuation Funds.

Source: ASIC Financial Advisers Register