MATTHEW LANCASHIRE
Financial Adviser · Essendon North, VIC
📚 Qualifications & Training
2003 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - Victoria University
2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2009 - CFP- Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2012 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Professional
2013 - Self Managed Super Fund Specialist Adviser - Graduate Certificate (AQF 8) - SMSF Professionals' Association of Australia
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Mortgage and Finance Association of Australia
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.