MATHEW WILL SCHURMANN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1997 - Bachelor of Science (majors Maths and Oceanography) - Bachelor Degree (AQF 7) - University of New South Wales
2010 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Stockbrokers Association of Australia
2011 - Accredited Derivatives Adviser Level 1 Exam - Other - Kaplan Professional Education
2020 - Ethics Course - Other - KAPLAN
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.