MATTHEW CUMMINS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2008 - Bachelor of Business and Commerce - Bachelor Degree (AQF 7) - University of Western Sydney
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2010 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2024 - Accredited Aged Care Professional Program - Other - Aged Care Steps
🏢 Professional Memberships
Certified Financial Planner (CFP) of 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.