Financial Adviser
· TAYLORS LAKES, VIC
Matthew David Raleigh
No disciplinary history on record with ASIC
TAYLORS LAKES,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000285102
About Matthew David Raleigh
Matthew David Raleigh is a financial adviser based in Taylors Lakes, Victoria, with 21 years of experience in the financial services industry since 2005. Matthew is currently authorised under Chpw Financial. 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 Business (Banking & Finance) from Victoria University of Technology. 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
2000
Bachelor of Business (Banking & Finance)
Victoria University of Technology
2003
Diploma of Financial Planning
Kaplan
2009
Certificate IV in Financial Services
Kaplan
2013
Diploma of Finance & Mortgage Broking Management
Kaplan