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

Matthew Charles Tuohey

MILDURA, VIC
28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000249948
Licensee
Fortnum Private Wealth
Sydney, NSW (licence address on ASIC register)
View licensee

About Matthew Charles Tuohey

Matthew Charles Tuohey is a financial adviser based in Mildura, Victoria, with 28 years of experience in the financial services industry since 1998. Matthew is currently authorised under Fortnum Private Wealth. 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 from Financial Advice Association Australia. Matthew is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

1996
Bachelor of Business(Accounting, Human Resources)
La Trobe University
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2010
SMSF
FirstTech
2011
Certified Financial Planner
Financial Advice Association Australia
2019
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Fortnum Private Wealth Ltd
Jan 2020 - Present Current
Commonwealth Financial Planning Limited
Jul 2013 - Jan 2020 Ceased
Not authorised to provide personal advice on SMSF, Securities and Standard Margin Lending
Financial Wisdom Limited
Sep 2010 - Jan 2020 Ceased
Not authorised to provide personal advice on Standard Margin Lending.
Charter Financial Planning Limited
Jan 2004 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register