MATHEW JOHN TAYLOR
Financial Adviser · Hobart, TAS
📚 Qualifications & Training
1997 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Tasmania
2003 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Securities Institute of Australia
2005 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia Ltd
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
🏢 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.