MATTHEW BELLENGER

Financial Adviser · Kings Meadows, TAS

Registered

Registration Number

000382571

Registration Status

Registered

Location

Kings Meadows, TAS 7249

Providing Advice Since

2010

Registration Date

25/06/2019

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

📚 Qualifications & Training

2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional (formerly FINSIA)
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - Fellow Chartered Financial Practitioner Program (FChFP) - Professional Designations - Association of Financial Advisers
2019 - Accredited Listed Product Adviser Program - Certificate (AQF 1-4) - Kaplan Professional

🏢 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.