Financial Adviser
· SYDNEY, NSW
Matthew Kevin Fenning
No disciplinary history on record with ASIC
SYDNEY,
NSW
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233045
Practice
Sydney, NSW (practice address on ASIC register)
Licensed through Esencia Wealth Partners
About Matthew Kevin Fenning
Matthew Kevin Fenning is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry since 2013. Matthew works at Esencia Wealth, which is licensed through Esencia Wealth Partners. 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 Business Administration (Executive) from University of New South Wales. Matthew is a member of Australian Institute of Company Directors (AICD) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2013
Master of Business Administration (Executive)
University of New South Wales
2014
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2014
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2015
Accredited Listed Product Adviser Program
Kaplan Education Pty Limited
2016
Graduate Diploma of Applied Finance
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education