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- Matthew John Mahon
Matthew John Mahon
- Name
- Matthew John Mahon
- ID
- 1240244
- ABN
- –
- First Provided Advice
- 2016
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1999 - Bachelor of Commerce - Bachelor Honours Degree (AQF 8) - Deakin University
- 2004 - Certified Practicing Accountants Australia Program - Professional Designations - CPA Australia
- 2015 - Masters of Business Administration - Masters Degree (AQF 9) - Deakin University
- 2015 - Registered Tax Agent - Professional Designations - TPB
- 2016 - Accountants Strategic Advice - Other - Integrity Education Group
- 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
- 2016 - FPA CFP 4 - Investment Strategies - Other - FPA
- 2016 - Finance Broker - Professional Designations - Kaplan
- 2017 - Tier 1 Margin Lending - Certificate (AQF 1-4) - KAPLAN
- 2018 - Accredited Listed Product Provider - Certificate (AQF 1-4) - KAPLAN
- 2024 - MAA769 Ethics for Financial Service - Bridging Course - Ethics - Deakin
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Australian Financial Complaints Authority
- CPA Australia (CPA)
- Financial Planning Association
- Mortgage and Finance Association of Australia (MFAA)
- Tax Practitioners Board
Licencee
- Status
- Ceased
- Licence Holder
- Freedom Wealth Services Pty. Ltd. (#502934)
- Commenced
- Aug. 14, 2019
- Ceased
- Oct. 9, 2023
- Status
- Current
- Licence Holder
- Cbp Finance Pty ltd (#551170)
- Commenced
- Oct. 11, 2023
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
- Akumin Financial Planning Pty Limited (#232706)
- Commenced
- March 17, 2016
- Ceased
- Aug. 3, 2016
- Status
- Ceased
- Licence Holder
- Akumin Financial Planning Pty Limited (#232706)
- Commenced
- Nov. 28, 2017
- Ceased
- Aug. 14, 2019
- Status
- Ceased
- Licence Holder
- Evermore Money Management Pty Ltd (#401712)
- Commenced
- Sept. 8, 2016
- Ceased
- Nov. 28, 2017