MATTHEW GARTRELL
Financial Adviser · Broadbeach, QLD
📚 Qualifications & Training
2007 - ASX Accredited Derivatives Adviser Level Two Exam - Other - Tribeca Learning (Aust) Pty Limited
2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Bond University
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2012 - 924 Superannuation & Skills - Other - Kaplan Higher Education Pty Limited
2012 - Risk Management - Other - Kaplan Higher Education Pty Limited
2013 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2014 - Diploma Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2015 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2015 - Advanced Financial Planning - Other - Kaplan Higher Education Pty Limited
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.