BARNABY MATTHEWS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1995 - Bachelor of Business (Marketing & Finance) - Bachelor Degree (AQF 7) - University of Technology Sydney
2003 - Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2015 - Master in Finance - Other - INSEAD
2019 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2019 - Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) - Other - Financial Education Professionals Pty Ltd
2020 - FMSASICR503 Provide advice in margin lending - Other - Kaplan Higher Education Pty Limited
2025 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
ℹ️ 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.