Financial Adviser
· TOOWOOMBA CITY, QLD
Jonathan David Mattock
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001303478
Jonathan David Mattock is a financial adviser based in Toowoomba City, Queensland, with 2 years of experience in the financial services industry since 2024. Jonathan is currently authorised under Akambo. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan's qualifications include a Master of Financial Planning from Kaplan. Jonathan is a member of Certified Financial Planner and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Derivatives and Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Business (Economics)
Queensland University of Technology
2019
Bachelor of Laws (Honours)
Queensland University of Technology
2022
Graduate Diploma of Financial Planning
Kaplan
2023
SMSF Regulations and Taxation
Kaplan
2025
FPC001B Economic and Legal context for Financial Planning
Kaplan
2025
FPC006 Tax and Commercial Law for Financial Planning
Kaplan
2025
Master of Financial Planning
Kaplan