MATTHEW JAMES STEVENS
Financial Adviser Ā· Mackay, QLD
š Qualifications & Training
1998 - Bachelor of Commerce - - James Cook University
2002 - Diploma of Financial Planning - - FPA
2003 - Certified Financial Planner - - FPA
2010 - Margin Lending & Geared Investments - - Kaplan Professional
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.