Financial Adviser · PADDINGTON, QLD

Mathew Barr

PADDINGTON, QLD
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001007602
Licensee
Paddington, QLD (licence address on ASIC register)

About Mathew Barr

Mathew Barr is a financial adviser based in Paddington, Queensland, with 11 years of experience in the financial services industry since 2015. Mathew is currently authorised under Barchester Financial Services. Mathew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mathew's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2012
Diploma of Financial Service (Financial Planning)
Kaplan Education
2017
Advanced Diploma of Financial Planning
Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Sep 2023 - Present Current
Mar 2023 - Jul 2023 Ceased
Nov 2020 - Mar 2023 Ceased
Cannot advise on Self Managed Super Funds
AFFINIA FINANCIAL ADVISERS PTY LTD
Jan 2019 - Nov 2020 Ceased
Not authorised SMSF
Aug 2018 - Nov 2018 Ceased
Self-Managed Super Fund Advice
AFFINIA FINANCIAL ADVISERS PTY LTD
Apr 2015 - Aug 2018 Ceased
Not Authorised for SMSF

Source: ASIC Financial Advisers Register