MATTHEW DALE BOXER

Financial Adviser ยท Thornlands, QLD

Registered

Registration Number

000298156

Registration Status

Registered

Location

Thornlands, QLD 4164

Providing Advice Since

2006

Registration Date

11/07/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

๐Ÿ“š Qualifications & Training

2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2011 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - AAMC Training Group
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
2013 - 928S Margin Lending - Other - Kaplan
2020 - Self Managed Superannuation Funds - Other - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Mortgage and Finance Association of Australia (MFAA)

โ„น๏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.