Financial Adviser · NORTH SYDNEY, NSW

Matthew Prain

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000352229

Currently at

North Sydney, NSW

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Matthew Prain is a financial adviser based in North Sydney, New South Wales, with 14 years of experience in the financial services industry since 2012. Matthew is currently authorised under The Lunar Group, operating through Stanford Brown Group. 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 of Financial Planning from Kaplan Higher Education Pty Ltd. 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

2009

Diploma of Financial Services (Financial Planning) FNS50804

Mentor Education - RG146 Training Australia

2016

Margin Lending Accreditation Program

Deakin Prime

2016

Self Managed Superannuation Fund Adviser (Personal Advice)

Mentor Education - RG146 Training Australia

2017

Accredited Derivatives Adviser 1 & 2

Kaplan

2017

Advanced Diploma of Financial Planning

Mentor

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

The Lunar Group Pty Limited

Dec 2020 - Present Current

DEALERSHIP SERVICES PTY LTD

Jun 2020 - Aug 2020 Ceased

DEALERSHIP SERVICES PTY LTD

Jun 2017 - Aug 2020 Ceased

A.C.N. 133 593 012 PTY LTD

Aug 2012 - Jun 2017 Ceased

Financial Wisdom Limited

Dec 2011 - Jul 2012 Ceased

Financial Wisdom Limited

Apr 2010 - Aug 2010 Ceased

Source: ASIC Financial Advisers Register