Financial Adviser · SUTHERLAND, NSW

Matthew Marshall Staples

SUTHERLAND, NSW

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001271713

Currently at

Johnson Green

Bundall, QLD (firm address)

View firm profile

Matthew Marshall Staples is a financial adviser based in Sutherland, New South Wales, with 8 years of experience in the financial services industry since 2018. Matthew is currently authorised under Alliance Wealth, operating through Johnson Green. 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 (Finance and Financial Planning) from University of Wollongong. 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2017

Bachelor of Commerce (Finance and Financial Planning)

University of Wollongong

2020

TASA and the TPB Code of Professional Conduct Course

Kaplan Professional

2021

Margin Lending Specialist Course

Kaplan Professional

2024

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2026

SMSF Regulations and Taxation Course (FPE020)

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Nov 2021 - Present Current

FINCHOICE PTY LTD

Dec 2018 - Nov 2021 Ceased

Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register