Financial Adviser · JOONDALUP, WA

Mathew Hanlon

JOONDALUP, WA

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002612

Practice

A & T Financial Advisers

Joondalup, WA (practice address on ASIC register)

Licensed through Synchron Advice

View practice

About Mathew Hanlon

Mathew Hanlon is a financial adviser based in Joondalup, Western Australia, with 25 years of experience in the financial services industry since 2001. Mathew works at A & T Financial Advisers, which is licensed through Synchron Advice. 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 Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: Superannuation - All authorisation does not included SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2009

FNS60404 Advanced Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Limited

2018

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2019

FPC002B Ethics and Professionalism in Financial Advice.

Ethics - Kaplan Higher Education Pty Limited

Registration History

Synchron Advice Pty Ltd

Jul 2024 - Present Current

Superannuation - All authorisation does not included SMSF advice

Integro Holdings (WA) Pty Ltd

Jul 2022 - Oct 2023 Ceased

Bridges Financial Services Pty Limited

Jun 2021 - May 2022 Ceased

GWM ADVISER SERVICES PTY LTD

Sep 2020 - May 2021 Ceased

National Australia Bank Limited

Jun 2006 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register