Financial Adviser · SOUTH MELBOURNE, VIC

Mathew James Ashton

SOUTH MELBOURNE, VIC

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000250232

Currently at

Cutcher & Neale Investment Services

Newcastle West, NSW (firm address)

View firm profile

About Mathew James Ashton

Mathew James Ashton is a financial adviser based in South Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Mathew is currently authorised under Cutcher & Neale Financial Services, operating through Cutcher & Neale Investment 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 CFP Certification Program from Financial Advice Association of Australia Limited. Mathew is a member of Chartered Financial Analyst Institute (CFA Institute) 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Business (Financial Planning)

Royal Melbourne Institute of Technology

2003

CFP Certification Program

Financial Advice Association of Australia Limited

2004

Self Managed Superannuation Funds

Tribeca

2006

Chartered Financial Analyst Program

CFA Institute

2010

Margin Lending and Geared Investments

Kaplan Professional

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Cutcher & Neale Financial Services Pty Ltd

Jul 2025 - Present Current

Arrow Financial Group Pty Ltd

Jul 2022 - May 2025 Ceased

Paragem Pty Limited

Feb 2018 - Jun 2022 Ceased

Hillross Financial Services Limited

Jan 2004 - Feb 2018 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register