JONATHAN ERIC FREDERICK MATSEN
Financial Adviser · Perth, WA
📚 Qualifications & Training
2002 - PS146 Superannuation Module - - Securities Institute of Australia
2002 - SDIA Accreditation - Securities, Futures, Managed Investments - - Deakin Prime
2004 - ASX Accredited Derivatives Adviser Program - - Australian Financial Markets Association
2005 - Accredited Derivatives Adviser: Level 1 - - Tribeca
2006 - Accredited Derivatives Adviser Level 2 - - Tribeca
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.