MATTHEW GRANT PATTISON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2006 - Bachelor of Agricultural Science - Bachelor Degree (AQF 7) - The University of Melbourne
2015 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Stockbrokers and Financial Advisers Association Limited
2017 - Graduate Certificate of Finance - Graduate Certificate (AQF 8) - Macquarie University
2017 - Portfolio Management and Valuation - Other - Macquarie University
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2025 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
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.