MATTHEW JOHN MCNAMARA
Financial Adviser · Cootamundra, NSW
📚 Qualifications & Training
1981 - Bachelor of Financial Administration - Bachelor Degree (AQF 7) - University of New England
2002 - SIA Proper Authority Course - Other - Securities Institute
2003 - Insurance (Core & Life) - - Assessment Education Services
2010 - Margin Lending & Geared Investments - - Kaplan Professional Education
2022 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Stockbrokers and Investment Advisers Association (SIAA)
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.