Financial Adviser
· ESSENDON NORTH, VIC
Matthew Lancashire
No disciplinary history on record with ASIC
ESSENDON NORTH,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000316347
Matthew Lancashire is a financial adviser based in Essendon North, Victoria, with 19 years of experience in the financial services industry since 2007. Matthew is currently authorised under Paragem. 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 CFP- Certified Financial Planner from Financial Planning Association of Australia. Matthew is a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia.
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
2003
Bachelor of Business (Marketing)
Victoria University
2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2009
CFP- Certified Financial Planner
Financial Planning Association of Australia
2012
Self Managed Superannuation Funds
Kaplan Professional
2013
Self Managed Super Fund Specialist Adviser
SMSF Professionals' Association of Australia