MATTHEW HOL
Financial Adviser · Cheltenham, VIC
📚 Qualifications & Training
1993 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Deakin University
1999 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - ecurities Institute Australia
2004 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Services Institute of Australasia (FINSIA)
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.