Financial Adviser · HOBART, TAS

Matthew James White

HOBART, TAS

2 Years experience

Tax advice
authorised

ASIC Registered · ADV 001307952

Currently at

Shadforth Financial Group Limited

Sydney, NSW (firm address)

View firm profile

Matthew James White is a financial adviser based in Hobart, Tasmania, with 2 years of experience in the financial services industry since 2024. Matthew is currently authorised under Shadforth Financial Group Limited, operating through Shadforth Financial Group. 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 Business from University of Tasmania.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Restrictions: Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

2018

Core 1 Securities & Managed Investments Accreditation Program

Stockbrokers & Financial Advisers Association Ltd / DeakinCo

2019

Bachelor of Business

University of Tasmania

2023

Graduate Diploma of Financial Planning

Kaplan Education Pty Ltd

Registration History

Shadforth Financial Group Limited

Feb 2024 - Present Current

Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Source: ASIC Financial Advisers Register