MATTHEW JAMES LONG
Financial Adviser · Toowoomba, QLD
📚 Qualifications & Training
1991 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
2004 - DFP Modules 1-3 (FPA1, FPA2, FPA3) - Other - FPA Australia
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - MLC Advice Education (RTO)
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - MLC Advice Education (RTO)
2008 - Advanced Strategies for Self Managed Superannuation Funds Course - Other - MLC Advice Education (RTO)
2017 - Margin Lending and Geared Investments Program - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 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.