Financial Adviser · JOLIMONT, WA

Hayley Jane Matcham

JOLIMONT, WA
9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001259613
Currently at
Melbourne, VIC (firm address)

Hayley Jane Matcham is a financial adviser based in Jolimont, Western Australia, with 9 years of experience in the financial services industry since 2017. Hayley is currently authorised under Capstone Financial Planning, operating through Accura Superannuation Advice. Hayley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Hayley's qualifications include a Bachelor of Business (Major in Finance and Accounting) from Edith Cowan University.

Authorised to Advise On

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

Restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products, non-basic deposit products, securities, simple managed investment schemes, and life risk insurance products.

Authorised to provide tax financial advice services

Qualifications and Training

2002
LAW1100 Legal framework 1
Edith Cowan University
2003
LAW2410 Income tax framework 2
Edith Cowan University
2005
Bachelor of Business (Major in Finance and Accounting)
Edith Cowan University
2013
Chartered Accountant
Institute of Chartered Accountants in Australia
2013
Chartered Accountants Program
Institute of Chartered Accountants in Australia
2015
Professional Certificate in Self-Managed Superannuation Funds
University of Adelaide
2017
Diploma of Financial Planning
Mentor Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education

Registration History

Jun 2026 - Present Current
Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products, non-basic deposit products, securities, simple managed investment schemes, and life risk insurance products.
Nov 2017 - May 2026 Ceased

Source: ASIC Financial Advisers Register