MATHEW JAMES ASHTON
Financial Adviser · Ivanhoe East, VIC
📚 Qualifications & Training
2000 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2003 - CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2004 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Tribeca
2006 - Chartered Financial Analyst Program - Professional Designations - CFA Institute
2010 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.