MATTHEW GARY ROBERTSON
Financial Adviser · West Perth, WA
📚 Qualifications & Training
2005 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University
2006 - Certified Financial Planner - - Financial Planning Association
2011 - Margin Lending and Geared Investments - - Kaplan
🏢 Professional Memberships
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.