MATTHEW JAMES DONAT
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2007 - Bachelor of Commerce - - Monash University
2010 - Chartered Accountant - - Institute of Chartered Accountants Australia
2013 - Graduate Diploma of Financial Planning - - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Tax Institute of Australia (TIA)
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.