Financial Adviser
· CHELTENHAM, VIC
Matthew Hol
No disciplinary history on record with ASIC
CHELTENHAM,
VIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235816
Matthew Hol is a financial adviser based in Cheltenham, Victoria, with 32 years of experience in the financial services industry since 1994. Matthew is currently authorised under Rosetta Stone Financial Services. 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Matthew is a member of Financial Services Institute of Australasia (FINSIA).
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
1993
Bachelor of Business (Accounting)
Deakin University
1999
Graduate Diploma of Applied Finance and Investment
ecurities Institute Australia
2004
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2016
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register