Financial Adviser
· MOUNT ELIZA, VIC
Matthew Joseph Groat
No disciplinary history on record with ASIC
MOUNT ELIZA,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000320565
About Matthew Joseph Groat
Matthew Joseph Groat is a financial adviser based in Mount Eliza, Victoria, with 18 years of experience in the financial services industry since 2008. 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 Advanced Diploma of Financial Planning FNS60415 from Mentor Education Group. 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
2007
Diploma Financial Services (Financial Planning) FNS50804
Mentor Education Group
2011
RG146 Margin Lending
MLC ThreeSixty
2016
Advanced Diploma of Financial Planning FNS60415
Mentor Education Group
2026
Accredited Listed Product Adviser (ALPA) Program
Kaplan Professional