MATT JAKE MICALLEF

Financial Adviser · Docklands, VIC

Registered

Registration Number

001271021

Registration Status

Registered

Location

Docklands, VIC 3008

Providing Advice Since

2018

Registration Date

13/12/2018

Financial Services Licensee

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Licence #000234951

📚 Qualifications & Training

2012 - Diploma of Accounting - - Chisholm Institute
2018 - Bachelor of Commerce with Distinction - Bachelor Degree (AQF 7) - Deakin University
2018 - Diploma of Financial Planning - - Kaplan
2019 - Securities & Managed Investments - - Kaplan
2020 - Tier 1 Margin Lending - Personal Advice - Certificate (AQF 1-4) - Kaplan

🏢 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.