MATTHEW ALLAN
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2007 - Bachelor of Finance (International) - Bachelor Degree (AQF 7) - University of Adelaide
2008 - Diploma of Financial Services - Diploma (AQF 5) - AMP Financial Planning
2012 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan
2019 - DFP5v5 Tax for Financial Advising - - Kaplan
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
ā¹ļø 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.