MATTHEW ANTHONY FIRMAN

Financial Adviser · Melbourne, VIC

Registered

Registration Number

001236022

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2012

Registration Date

04/06/2024

Financial Services Licensee

FOURTHREE PTY LTD

Licence #000472131

📚 Qualifications & Training

2009 - Bachelor of Commerce (Accounting, Finance, and Financial Planning majors) - Bachelor Degree (AQF 7) - Deakin University
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd
2022 - CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited

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.