MATTHEW NOEL GADD

Financial Adviser ยท Gledswood Hills, NSW

Registered

Registration Number

000255796

Registration Status

Registered

Location

Gledswood Hills, NSW 2557

Providing Advice Since

1997

Registration Date

30/11/2004

Financial Services Licensee

MONEYTAX FINANCIAL PLANNING PTY LTD

Licence #000280928

๐Ÿ“š Qualifications & Training

1995 - Graduate Diploma in Applied Finance & Investment - - FINSIA
1995 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia / FINSIA
1998 - Diploma in Financial Planning - Diploma (AQF 5) - FPA / Deakin University
1998 - Diploma of Financial Planning - - FPA/Deakin University
2014 - Master of Commerce (Professional Accounting) - - University of New England
2014 - Master of Commerce (Professional Accounting) - Masters Degree (AQF 9) - University of New England
2020 - Ethics & Professionalism In Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Services Institute of Australasia
Institute of Public Accountants (IPA)
The Tax Institute

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.