MATTHEW JAMES WITKOWSKI
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2000 - Bachelor Of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - Deakin University
2000 - Diploma in Financial Advising (Equities) - Diploma (AQF 5) - Securities Institute of Australia
2003 - Advanced Diploma In Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Deakin
2005 - Certified Practising Accountant (CPA) - Other - CPA Australia
2007 - Master of Business Administration (MBA) - Masters Degree (AQF 9) - Deakin University
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
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.