Financial Adviser · WARNERS BAY, NSW

Matthew Mccabe

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000410451

Currently at

Brighton, VIC

View firm profile

Matthew Mccabe is a financial adviser based in Warners Bay, New South Wales, with 18 years of experience in the financial services industry since 2008. Matthew is currently authorised under Axies, operating through Newcastle Advisors. 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 in Financial Planning from Finsia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not authorised to provide SMSF and Direct Equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2011

Advanced Diploma of Financial Services (Financial Planning)

Finsia

2011

Diploma of Financial Services (Financial Planning)

Finsia

2011

Graduate Diploma in Financial Planning

Finsia

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Axies Pty. Ltd.

Aug 2019 - Present Current

Not authorised to provide SMSF and Direct Equities advice

Ri Advice Group Pty Ltd

Feb 2016 - Jan 2018 Ceased

Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.

Charter Financial Planning Limited

Dec 2013 - Nov 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Ri Advice Group Pty Ltd

Mar 2013 - Nov 2013 Ceased

Charter Financial Planning Limited

Aug 2011 - Feb 2013 Ceased

Source: ASIC Financial Advisers Register