MATTHEW JOSEPH GROAT
Financial Adviser · Mount Eliza, VIC
📚 Qualifications & Training
2007 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Mentor Education Group
2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2016 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Mentor Education Group
🏢 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.