Financial Adviser
· MURRUMBEENA, VIC
Matthew Peter Nicolas
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271106
Matthew Peter Nicolas is a financial adviser based in Murrumbeena, Victoria, with 8 years of experience in the financial services industry since 2018. Matthew is currently authorised under Partners Wealth Group Financial Advice. 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 Commerce from Deakin University. Matthew is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
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
2012
Bachelor of Commerce
Deakin University
2016
Diploma of Financial Planning
Kaplan
2016
Graduate Diploma of Chartered Accounting
Chartered Accountants
2018
Advanced Diploma of Financial Planning
Kaplan
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education