MATTHEW GATES
Financial Adviser · Annerley, QLD
📚 Qualifications & Training
1994 - Bachelor of Health Science (Human Movement) - - The University of New England
2013 - Associate Chartered Financial Practitioner (AChFP) - - Mentor
2016 - Advanced Diploma of Financial Planning - - Mentor
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
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.