MATTHEW DOUGLAS KERR
Financial Adviser · Maitland, NSW
📚 Qualifications & Training
1994 - Bachelor of Commerce - - University of Newcastle
1999 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2001 - CA Financial Planning Specialist - Professional Designations - Chartered Accountants Australian and New Zealand
2005 - SMSF Specialist Adviser (SSA) - Professional Designations - Self-Managed Super Fund Association
2011 - Industry Standard Education - RG146 specialist knowledge - - Financial Planning Association of Australia (FPA)
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (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.