MATTHEW IRWIN ZANDER
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1995 - Bachelor of Commerce (Management) - Bachelor Degree (AQF 7) - University of Otago
2001 - Financial Planning & Wealth Creation - - Securities Institute
2003 - Diploma of Financial Services (Financial Planning) - - ThreeSixty
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2023 - Commercial Law - Other - Kaplan Higher Education Pty Limited
2023 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.