MATTHEW HAROLD PACK
Financial Adviser · Menai, NSW
📚 Qualifications & Training
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2009 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan Higher Education
2009 - Self-Managed Superannuation Funds - Other - Kaplan Higher Education
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education
2012 - Master of Applied Finance - Masters Degree (AQF 9) - Charles Sturt University
2016 - Certified Practising Accountant (CPA) - Financial Planning Specialist - Professional Designations - CPA Australia
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
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.