MATTHEW JAMES LEECH
Financial Adviser · Neutral Bay, NSW
📚 Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Planning
2008 - FNS40804 Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Traineeship Management
2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2014 - Accredited Listed Product Adviser Program - Other - Kaplan Higher Education
2014 - Self-Managed Superannuation Funds - Other - Kaplan Higher Education
2016 - Fellow, Chartered Financial Practitioner (FChFP) - Professional Designations - Asia Pacific Financial Services Association
2016 - Managed Investment Adviser (Personal Advice) - Other - Mentor Education
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.