MATTHEW HALE

Financial Adviser · Melbourne, VIC

Registered

Registration Number

000327844

Registration Status

Registered

Location

Melbourne, VIC 3004

Providing Advice Since

2009

Registration Date

21/12/2017

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2008 - Bachelor of Commerce (Finance and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2014 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - RG146 Mentor Education Group
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.