MATHEW NOLAN CASSIDY

Financial Adviser · Melbourne, VIC

Registered

Registration Number

000250030

Registration Status

Registered

Location

Melbourne, VIC 3004

Providing Advice Since

2003

Registration Date

01/01/2004

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

1993 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Murdoch University
2025 - Tax for Financial Advising - Other - Kaplan Higher Education

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.