Financial Adviser · MENAI, NSW

Matthew Harold Pack

MENAI, NSW

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000263494

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

Matthew Harold Pack is a financial adviser based in Menai, New South Wales, with 24 years of experience in the financial services industry since 2002. Matthew is currently authorised under Count Financial Limited, operating through Count Financial. 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 CPA Australia (CPA) and 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

2006

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2008

Certified Financial Planner (CFP)

Financial Planning Association of Australia (FPA)

2009

ASX Accredited Listed Products Adviser (ALPA) Program

Kaplan Higher Education

2009

Self-Managed Superannuation Funds

Kaplan Higher Education

2011

Margin Lending and Geared Investments

Kaplan Higher Education

2012

Master of Applied Finance

Charles Sturt University

2016

Certified Practising Accountant (CPA)

Professional Designations - CPA Australia

Registration History

Count Financial Limited

Aug 2022 - Present Current

Merit Wealth Pty Ltd

Sep 2014 - Aug 2022 Ceased

Psk Advisory Services Pty Ltd

Aug 2010 - Sep 2014 Ceased

Source: ASIC Financial Advisers Register