Financial Adviser
· CARLTON, VIC
Peter Matthews
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004110
Peter Matthews is a financial adviser based in Carlton, Victoria, with 17 years of experience in the financial services industry since 2009. Peter is currently authorised under Grimsey Wealth, operating through Grimsey Wealth Private Office. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Peter's qualifications include a Bachelor of Education (Physical Education) Honours from University of Ballarat.
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
2001
Bachelor of Education (Physical Education) Honours
University of Ballarat
2001
Bachelor of Management
University of Ballarat
2008
Diploma of Financial Planning
Kaplan Education Pty Ltd
2012
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
Registration History
Derivatives
margin lending
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register