BROGAN JEAN BERYL BROADWAY

Financial Adviser · Wodonga, VIC

Registered

Registration Number

001257241

Registration Status

Registered

Location

Wodonga, VIC 3690

Providing Advice Since

2017

Registration Date

09/08/2017

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

📚 Qualifications & Training

2016 - Diploma of Financial Planning (DFP1-3) - Diploma (AQF 5) - Kaplan Professional
2017 - Securities and Managed Investments Program (DFP4) - Other - Kaplan Professional
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2025 - SMSF Regulation and Taxation Course (FPE020) - Other - Kaplan Higher Education

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.