JOEL MATTHEWS
Financial Adviser · Nambour, QLD
📚 Qualifications & Training
2001 - Diploma of Business Programming - Diploma (AQF 5) - Spherion Education
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - TASA and the TPB Code of Professional Conduct - Certificate (AQF 1-4) - Kaplan Professional
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.