MATTHEW JOSEPH ROSS
Financial Adviser · Surrey Hills, VIC
📚 Qualifications & Training
1998 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Canberra
2001 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2002 - Certified Financial Planner - Professional Designations - FPA
2003 - Financial Planning Certificate (UK) - Other - The Chartered Insurance Institute
2014 - Self Managed Super Fund (SMSF) Course - Other - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Profession of Independent Financial Advisers (PIFA)
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.