Financial Adviser
· ST LEONARDS, NSW
Matthew Aspinall
No disciplinary history on record with ASIC
ST LEONARDS,
NSW
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001298532
Practice
St Leonards, NSW (practice address on ASIC register)
Licensed through Specialist Licensee
About Matthew Aspinall
Matthew Aspinall is a financial adviser based in St Leonards, New South Wales, with 3 years of experience in the financial services industry since 2023. Matthew works at Specialist Wealth, which is licensed through Specialist Licensee. 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 Master of Professional Economics from University of Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Exclude Derivatives
Authorised to provide tax financial advice services
Qualifications and Training
1997
Master of Professional Economics
University of Queensland
2002
Graduate Diploma in Financial Planning
Securities Institute
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
SMSF Regulations and Taxation
Kaplan Professional
Registration History
Exclude Derivatives
Derivatives
Excluding LRBA's
Source: ASIC Financial Advisers Register