MATTHEW GELLWEILER
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2022 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2022 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Higher Education
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
2026 - Margin Lending Specialist Subject - Certificate (AQF 1-4) - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board
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.