Data sourced from ASIC Financial Advisers Register
Financial Adviser · LEEDERVILLE, WA

James Polwart-matich

LEEDERVILLE, WA
16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000463249
Practice
Matich Financial Planning
Leederville, WA (practice address on ASIC register)
Licensed through Matich Financial Services
View practice

About James Polwart-matich

James Polwart-matich is a financial adviser based in Leederville, Western Australia, with 16 years of experience in the financial services industry since 2010. James works at Matich Financial Planning, which is licensed through Matich Financial Services. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Bachelor of Commerce from University of Auckland. James is a member of Association of Independently Owned Financial Professionals (AIOFP).

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

2012
Bachelor of Commerce
University of Auckland
2014
Diploma of Financial Planning
Kaplan
2015
Securities and Managed Investments
Kaplan
2018
DFP5v3 Tax for Financial Advising
Kaplan Professional
2018
TASACLv2 Commercial Law
Kaplan Professional
2021
Advanced Diploma of Financial Planning
Kaplan Professional
2025
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Matich Financial Services Pty Ltd
Nov 2025 - Present Current
Interprac Financial Planning Pty Ltd
Mar 2022 - Nov 2025 Ceased
NEO FINANCIAL SOLUTIONS PTY LTD
Sep 2021 - Nov 2021 Ceased
Not authorised for Self-Managed Superannuation Funds.
MCA FINANCIAL PLANNERS PTY. LTD.
Jul 2016 - Nov 2019 Ceased
SPECTRUM WEALTH ADVISERS PTY LTD
Nov 2015 - Jun 2016 Ceased
Full advice
ACN 143 933 644 PTY LTD
Jul 2015 - Jul 2015 Ceased
Synchron Advice Pty Ltd
Aug 2014 - Jul 2015 Ceased

Source: ASIC Financial Advisers Register