MATTHEW GEORGE KALLIS
Financial Adviser · West End, QLD
📚 Qualifications & Training
2002 - Bachelor of Business (Economics) - Bachelor Degree (AQF 7) - Queensland University of Technology
2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2006 - ASX Listed Products Accreditation Course - Other - Savings Factory
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
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.