Financial Adviser
· WODONGA, VIC
David Matthews
No disciplinary history on record with ASIC
WODONGA,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003318
About David Matthews
David Matthews is a financial adviser based in Wodonga, Victoria, with 18 years of experience in the financial services industry since 2008. David is currently authorised under Oreana Financial Services. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Commerce from University of Otago (NZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce
University of Otago (NZ)
2004
Diploma of Financial Planning
Kaplan Professional Education
2007
Self Managed Superannuation Funds
Kaplan Professional Education
2008
Advanced Diploma of Financial Services
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register