JONATHAN DAVID MATTOCK
Financial Adviser · Toowoomba City, QLD
📚 Qualifications & Training
2019 - Bachelor of Business (Economics) - Bachelor Degree (AQF 7) - Queensland University of Technology
2019 - Bachelor of Laws (Honours) - Bachelor Honours Degree (AQF 8) - Queensland University of Technology
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2023 - SMSF Regulations and Taxation - Other - Kaplan
2025 - FPC001B Economic and Legal context for Financial Planning - Other - Kaplan
2025 - FPC006 Tax and Commercial Law for Financial Planning - Other - Kaplan
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
🏢 Professional Memberships
Certified Financial Planner
SMSF Association
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.