MATTHEW GUGGENHEIMER
Financial Adviser Ā· Bentleigh, VIC
š Qualifications & Training
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education
2019 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
ā¹ļø 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.