DAVID MATTNER
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1994 - Master of Business Administration - Masters Degree (AQF 9) - University of Canberra
2002 - Investment Planning 1 - Other - Integratec Rading Pty Limited
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2014 - Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) - Other - Financial Education Professionals Pty Ltd
🏢 Professional Memberships
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.