MATTHEW KEITH WILSON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2006 - Bachelor of Business (Law) - - Monash University
2006 - Bachelor of Business (Law) - Bachelor Degree (AQF 7) - Monash University
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle
2008 - Graduate Certificate of Wealth Management - - Deakin University
2009 - Accredited Derivatives Adviser Level One - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd
2010 - Accredited Derivatives Adviser Level 2 Exam - - Kaplan Professional Education
2010 - Accredited Derivatives Adviser Level Two - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd
2010 - Margin Lending Accreditation Program - - Stockbrokers Association of Australia
2010 - Margin Lending Accreditation Program - Certificate (AQF 1-4) - Deakin Prime
2012 - Self Managed Superannuation Funds - - Kaplan Professional Education
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.