Financial Adviser
· ADELAIDE, SA
Matthew Simon Izzo
No disciplinary history on record with ASIC
ADELAIDE,
SA
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001306514
Matthew Simon Izzo is a financial adviser based in Adelaide, South Australia, with 2 years of experience in the financial services industry since 2024. Matthew is currently authorised under William Buck Wealth Advisors (SA). 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 Applied Finance from University of South Australia. 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
2015
Bachelor of Applied Finance
University of South Australia
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
SMSF Regulations and Taxation
Kaplan Professional
2024
Tax for Financial Advising
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register