MATTHEW DAVID MACDONALD
Financial Adviser Β· Brisbane, QLD
π Qualifications & Training
2010 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Deakin University
2012 - Bachelor of Business Management - Bachelor Degree (AQF 7) - University of Queensland
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
2025 - FPC001B Economic and Legal Context for Financial Planning - Other - Kaplan Professional
2025 - FPC007B Client Engagement Skills - Other - Kaplan Professional
βΉοΈ 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.