GRAEME JOHN MATTHEWS
Financial Adviser · Beaumaris, VIC
📚 Qualifications & Training
1977 - Bachelor of Business - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
1983 - Graduate Diploma in Accounting - Graduate Diploma (AQF 8) - Swinburne Institute of Technology
2004 - Certificate in Applied Self Managed Super Fund Advice Course - Other - Tower Trust
2009 - ASX Accredited Listed Products Adviser (ALPA) Workshop - Other - Kaplan Professional
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
🏢 Professional Memberships
Certified Financial Planner (CFP) of FAAA
Fellow of CPA 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.