MATTHEW JAMES WILKINSON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Adelaide University
2000 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2011 - Margin Lending & Geared Investments - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
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.