CHRIS MATTHIES

Financial Adviser ยท Blackburn, VIC

Registered

Registration Number

000392551

Registration Status

Registered

Location

Blackburn, VIC 3130

Providing Advice Since

2010

Registration Date

03/07/2015

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2009 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2019 - Accredited Aged Care Professional - Other - Aged Care Steps
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2021 - FPE011 Debt Strategies - Other - Kaplan Higher Education Pty Limited
2021 - SuperConcepts Specialist SMSF Course - Other - University of Adelaide

โ„น๏ธ 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.