MATTHEW BOASE

Financial Adviser · Adelaide, SA

Registered

Registration Number

001236072

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

1999

Registration Date

26/07/2019

Financial Services Licensee

SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD

Licence #000490255

📚 Qualifications & Training

2000 - Bachelor of Commerce - - University of South Australia
2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia
2008 - Graduate Diploma of Financial Planning - - FINSIA
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australia
2012 - ICFS Specialist SMSF Course - Other - University of Adelaide

🏢 Professional Memberships

Stockbrokers and Investment Advisers Association (SIAA)

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.