MATTHEW JOHN MACDONALD
Financial Adviser · Brighton, VIC
📚 Qualifications & Training
2005 - Bachelor of Commerce (Human Resource Management & Marketing) - Bachelor Degree (AQF 7) - Deakin University
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2020 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2020 - Self Managed Superannuation Funds - Other - Kaplan Professional
2021 - Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University
2023 - Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University
🏢 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.