DAVID MATTHEWS
Financial Adviser · Wodonga, VIC
📚 Qualifications & Training
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Otago (NZ)
2004 - Diploma of Financial Planning - - Kaplan Professional Education
2007 - Self Managed Superannuation Funds - - Kaplan Professional Education
2008 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.