Data sourced from ASIC Financial Advisers Register
Financial Adviser · CHELTENHAM, VIC

Matthew Hol

CHELTENHAM, VIC
32 Years experience
Tax advice
authorised
ASIC Registered · ADV 000235816
Practice
Rosetta Stone Wealth Planning
Cheltenham, VIC (practice address on ASIC register)
Licensed through Rosetta Stone Financial Services
View practice

About Matthew Hol

Matthew Hol is a financial adviser based in Cheltenham, Victoria, with 32 years of experience in the financial services industry since 1994. Matthew works at Rosetta Stone Wealth Planning, which is licensed through Rosetta Stone Financial Services. 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Matthew is a member of Financial Services Institute of Australasia (FINSIA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1993
Bachelor of Business (Accounting)
Deakin University
1999
Graduate Diploma of Applied Finance and Investment
ecurities Institute Australia
2004
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2016
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Rosetta Stone Financial Services Pty Ltd
Mar 2025 - Present Current
Count Financial Limited
Mar 2024 - Mar 2025 Ceased
AFFINIA FINANCIAL ADVISERS PTY LTD
Jul 2019 - Mar 2024 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Mar 2016 - Jul 2019 Ceased
Charter Financial Planning Limited
Nov 2012 - Feb 2016 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Wealthhub Securities Limited
May 2011 - Aug 2012 Ceased

Source: ASIC Financial Advisers Register