MATTHEW JAMES DUNBAR
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2013 - Bachelor of Commerce (Financial Planning, Accounting and Finance) - Bachelor Degree (AQF 7) - Deakin University
2014 - Margin Lending - - Pinnacle Financial Services Academy
2016 - Advanced Diploma of Financial Planning - - Kaplan Professional
2018 - Certified Financial Planner - - Financial Planning Association of Australia
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.