BEN MATTHEW OSBORNE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2013 - Bachelors of Commerce - - Murdoch University
2023 - CFA - Professional Designations - CFA Institute
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
Financial Advice Association of Australia (FAAA)
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.