Financial Adviser
· KIRRAWEE, NSW
Matthew William Wallis
No disciplinary history on record with ASIC
KIRRAWEE,
NSW
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000420296
Matthew William Wallis is a financial adviser based in Kirrawee, New South Wales, with 14 years of experience in the financial services industry since 2012. Matthew is currently authorised under Dirigere 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 Graduate Diploma in Financial Planning from University of New England. 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services (Financial Planning)
Kaplan
2017
DFP5v3 Tax for Financial Advising
Kaplan
2018
TASACLv1 Commercial Law
Kaplan
2024
Graduate Diploma in Financial Planning
University of New England