MATTHEW JAMES WILLIAMS
Financial Adviser · Broadmeadow, NSW
📚 Qualifications & Training
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
2011 - Margin Lending and Geared Investments Program - Other - Kaplan Professional
2013 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2016 - Certified Financial Planner Education Program (5 units) - Professional Designations - FPA Australia
🏢 Professional Memberships
Certified Financial Planner (CFP) or FAAA
Financial Advice Association of Australia (FAAA)
MDRT - The Premier Association of Financial Professionals
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.