MATHEW LUKE SPENCER
Financial Adviser · Geelong, VIC
📚 Qualifications & Training
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle
2010 - Margin Lending and Geared Investments - Other - Kaplan
2011 - Self Managed Superannuation Funds - Other - Kaplan
2012 - Diploma of Financial Services (Finance/ Mortgage Broking) - Diploma (AQF 5) - Kaplan
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.