MATTHEW JAMES LAIRD
Financial Adviser · Menai, NSW
📚 Qualifications & Training
2002 - Bachelor of Commerce (Management) - - University of Western Sydney
2005 - Advanced Diploma of Financial Services (Financial Planning( (FNS60404) - - Tribeca
2006 - Master of Financial Planning - Masters Degree (AQF 9) - University of the Sunshine Coast
2008 - Certified Financial Planner - - Financial Planning Association of Australia
2019 - 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.