MATTHEW JAMES WILSON
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
1990 - Bachelor of Economics - Bachelor Degree (AQF 7) - The Flinders University of South Australia
1992 - Chartered Accountant Program / Graduate Diploma - Professional Designations - Chartered Accountants Australia and New Zealand
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2020 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan
š¢ Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Chartered Accountants Australia and New Zealand (CA ANZ)
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.