HAYLEY JANE MATCHAM

Financial Adviser ยท Jolimont, WA

Registered

Registration Number

001259613

Registration Status

Registered

Location

Jolimont, WA 6014

Providing Advice Since

2017

Registration Date

06/11/2017

Financial Services Licensee

MERIT WEALTH PTY LTD

Licence #000409361

๐Ÿ“š Qualifications & Training

2004 - Bachelor of Business (Accounting and Finance) - Bachelor Degree (AQF 7) - Edith Cowan University
2013 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ)
2015 - Professional Certificate in Self-Managed Superannuation Funds - Other - University of Adelaide
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher Education

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

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.