Financial Adviser
· CROYDON, VIC
Matthew Borg
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271861
Matthew Borg is a financial adviser based in Croydon, Victoria, with 8 years of experience in the financial services industry since 2018. Matthew is currently authorised under Integrity Financial Planners. 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 Bachelor of Finance from La Trobe University.
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
2018
Bachelor of Finance
La Trobe University
2018
DFP5v4 Tax for Financial Advising
Kaplan
2018
SMSF
Kaplan
2019
TASACLv2 Commercial Law
Kaplan
2020
Ethics and Professionalism
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register