MATTHEW JOHN JONES
Financial Adviser · Robina, QLD
📚 Qualifications & Training
2008 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Griffith University
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2009 - Tier 1 Adviser Compliance Solution - Other - Kaplan Professional
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2012 - Professional Certificate in Self Managed Superannuation Funds - Certificate (AQF 1-4) - University of Adelaide
2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
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.