CRAIG MATTHEWS

Financial Adviser · Erina, NSW

Registered

Registration Number

000240420

Registration Status

Registered

Location

Erina, NSW 2250

Providing Advice Since

2002

Registration Date

15/08/2007

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

📚 Qualifications & Training

2006 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Australia

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.