MATTHEW JAMES BARNABY REID

Financial Adviser ยท Southbank, VIC

Registered

Registration Number

000469052

Registration Status

Registered

Location

Southbank, VIC 3006

Providing Advice Since

1998

Registration Date

19/11/2014

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

๐Ÿ“š Qualifications & Training

1995 - Bachelor of Arts (Honours) (Political Science) - - University of Melbourne
1995 - Bachelor of Laws (Honours) - - University of Melbourne
2002 - Certified Financial Planner - - Financial Planning Association of Australia
2002 - Diploma of Financial Planning - - Deakin University
2002 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT

๐Ÿข Professional Memberships

FINSIA
Stockbrokers and Investment Advisers Association (SIAA)

โ„น๏ธ 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.