MATTEO VALENTINI
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2011 - Bachelor of Economics and Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia
2015 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Chartered Accountants
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - KAPLAN
2022 - Relevant Provider Exam - Other - FASEA
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.