Financial Adviser
· HAWTHORN, VIC
Matthew Rea
No disciplinary history on record with ASIC
HAWTHORN,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001265455
Matthew Rea is a financial adviser based in Hawthorn, Victoria, with 8 years of experience in the financial services industry since 2018. Matthew is currently authorised under My Dedicated Advisory. 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 (FPA). Matthew is a member of Financial Advice Association of Australia (FAAA).
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
2016
Bachelor of Commerce (Financial Planning)
Deakin University
2018
RG146 Managed Investments
Securities
Securities
Derivatives
Diploma (AQF 5)
2020
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2022
Specialist SMSF Course
Super Concepts / University of Adelaide
2025
Ethics & Professionalism in Financial Advice
Ethics - Kaplan