Financial Adviser · NEWCASTLE WEST, NSW

Matthew Kevin Edmonds

NEWCASTLE WEST, NSW

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001259455

Currently at

Cutcher & Neale Superannuation Technical Services

Newcastle West, NSW (firm address)

View firm profile

About Matthew Kevin Edmonds

Matthew Kevin Edmonds is a financial adviser based in Newcastle West, New South Wales, with 9 years of experience in the financial services industry since 2017. Matthew is currently authorised under Cutcher & Neale Financial Services, operating through Cutcher & Neale Superannuation Technical Services. Matthew holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Matthew's qualifications include a Bachelor of Commerce from University of Newcastle. Matthew is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

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

Restrictions: Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Commerce

University of Newcastle

2005

Chartered Accountant Program

Chartered Accountants Australia and New Zealand

2016

Accountants SMSF Package SUB--514994

Kaplan Higher Education

2016

Certificate IV Finance & Mortgage Broking

Kaplan Higher Education

2017

Accountants Financial Planning SUB--546116

Kaplan Higher Education

2017

Accountants Life Insurance SUB--528238

Kaplan Higher Education

2017

Diploma of Financial Planning

Kaplan Higher Education

2017

Securities and Managed Investments SUB--515022

Kaplan Higher Education

2024

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2025

FPC001B Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education

Registration History

Cutcher & Neale Financial Services Pty Ltd

Dec 2020 - Present Current

Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Cutcher & Neale Financial Services Pty Ltd

Oct 2017 - Jun 2019 Ceased

Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Source: ASIC Financial Advisers Register