MATTHEW JOHN CLINGELEFFER

Financial Adviser ยท Bellerive, TAS

Registered

Registration Number

001002036

Registration Status

Registered

Location

Bellerive, TAS 7018

Providing Advice Since

1999

Registration Date

01/10/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

๐Ÿ“š Qualifications & Training

2003 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute
2012 - Cert IV in Finance & Mortgage Broking - Certificate (AQF 1-4) - Kaplan
2015 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2015 - SMSF - Other - FirstTech
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner

โ„น๏ธ 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.