MATTHEW JOHN ACCARDI
Financial Adviser · Warragul, VIC
📚 Qualifications & Training
2014 - Bachelor of Business and Commerce - Bachelor Degree (AQF 7) - Monash University
2016 - Certified Practicing Accountant Program - - CPA Australia
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2018 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Education Pty Ltd
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.