MATTHEW JOSEPH CONGIUSTA
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2010 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - University of Technology Sydney
2010 - Bachelor of Computing - - University of Technology Sydney
2011 - Life Insuance Module - - Kaplan
2012 - ASX Accredited Listed Products Adviser (ALPA) - - Kaplan
2012 - Self Managed Super Fund Module - - Kaplan
2015 - CFP - Professional Designations - Financial Planning Association
2020 - DFP5vf- Tax for Financial Advising - Other - Kaplan
2020 - Tier 1- Margin Lending Personal Advice - Other - Kaplan
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.