MATTHEW JOHN MIDDLETON

Financial Adviser Β· Robina, QLD

Registered

Registration Number

001237927

Registration Status

Registered

Location

Robina, QLD 4226

Providing Advice Since

2015

Registration Date

09/07/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

πŸ“š Qualifications & Training

2014 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2016 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan
2020 - SMSF - Other - Kaplan
2023 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.