JASON DAVID MATTHEWS
Financial Adviser · Jesmond, NSW
📚 Qualifications & Training
2003 - Certificate IV in Business Management - Certificate (AQF 1-4) - New South Wales TAFE Commission Australia
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca (Kaplan Professional)
2017 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Southern Cross University
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
🏢 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.