JOSEPH MATTAR
Financial Adviser · Narre Warren, VIC
📚 Qualifications & Training
2009 - Bachelor of Commerce / Bachelor of Laws - Bachelor Degree (AQF 7) - Deakin University Australia
2012 - Graduate Diploma of Legal Practice - Graduate Diploma (AQF 8) - The College of Law Limited
2013 - Dimploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2023 - Client Engagement Skills - Other - KAPLAN Professional
2023 - Economic and Legal Context for Financial Planning - Other - KAPLAN Professional
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN Professional
2023 - Superannuation and Retirement Advice - Other - KAPLAN Professional
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.