MATTHEW JOHN INGRAM

Financial Adviser · Baulkham Hills, NSW

Registered

Registration Number

001309142

Registration Status

Registered

Location

Baulkham Hills, NSW 2153

Providing Advice Since

2024

Registration Date

01/05/2024

Financial Services Licensee

NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED

Licence #000245627

📚 Qualifications & Training

2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.