MATTHEW JAMES MARSH
Financial Adviser · Tamworth, NSW
📚 Qualifications & Training
2010 - Diploma of Commerce - - University of New England
2014 - Graduate Certificate in Financial Services - - University of New England
2014 - Self Managed Superannuation Funds - - Kaplan Professional Education
2018 - Accredited Aged Care Professional - - Aged Care Steps
2018 - Master of Financial Services - Masters Degree (AQF 9) - University of New England
🏢 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.