MATTHEW ANDERSON
Financial Adviser ยท Yarra Glen, VIC
๐ Qualifications & Training
1998 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology
2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - SIA
2013 - Self Managed Superannuation Fund Specialist Adviser - - SPAA
2014 - Certified Financial Planner - - FPA
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
โน๏ธ 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.