MATTHEW IAN BULL

Financial Adviser · Sydney, NSW

Registered

Registration Number

000430771

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2011

Registration Date

12/09/2017

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

📚 Qualifications & Training

1994 - Bachelor of Commerce in Banking and Finance - Bachelor Degree (AQF 7) - University of Canberra
2007 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - CPA Australia
2009 - CFP - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2023 - CAANZ SMSF Specialisation - Other - UNSW Business School
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏢 Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

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.