Matthew Geoffrey King

Name
Matthew Geoffrey King
ID
1235591
ABN
–
First Provided Advice
2015

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2014 - Diploma of Financial Planning & Certificate in Margin Lending - Other - Monarch Institute
  • 2019 - Certified Financial Planner - Professional Designations - FPA
  • 2021 - Commercial law for tax agent skill set (Release 1) - Certificate (AQF 1-4) - TAFE
  • 2021 - Tax Law for Tax Agents Skill Set (Tax Documentation) Release 1 & 2 - Certificate (AQF 1-4) - TAFE
  • 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Perpetual Trustee Company Limited (#236643)
Commenced
Sept. 4, 2019
Ceased
March 16, 2022
Status
Current
Licence Holder
Evans And Partners Pty. Ltd. (#318075)
Commenced
Feb. 16, 2026

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Aon Hewitt Financial Advice Limited (#239183)
Commenced
Sept. 21, 2015
Ceased
Jan. 29, 2016
Status
Ceased
Licence Holder
Aon Superannuation Pty Limited (#237465)
Commenced
Sept. 21, 2015
Ceased
Jan. 29, 2016
Status
Ceased
Licence Holder
Australia And New Zealand Banking Group Limited (#234527)
Commenced
April 7, 2016
Ceased
Aug. 11, 2017
Status
Ceased
Licence Holder
Macquarie Equities Limited (#237504)
Commenced
Sept. 6, 2017
Ceased
July 22, 2019