Financial Adviser
· MELBOURNE, VIC
Alison Matthews
No disciplinary history on record with ASIC
MELBOURNE,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003647
Alison Matthews is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry since 2007. Alison is currently authorised under Koda Capital. Alison holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alison's qualifications include a Certified Financial Planner from FPA. Alison 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
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Economics
University of Adelaide
2004
Foundation DFP
FPA/Deakin University
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2009
Certified Financial Planner
FPA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Commercial Law
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register