MATTHEW DAVID GARRETT

Financial Adviser ยท Port Macquarie, NSW

Registered

Registration Number

000242509

Registration Status

Registered

Location

Port Macquarie, NSW 2444

Providing Advice Since

2000

Registration Date

16/11/2024

Financial Services Licensee

HAVANA FINANCIAL SERVICES PTY LTD

Licence #000500435

๐Ÿ“š Qualifications & Training

2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.