MATTHEW LEIGH DAVIDSON

Financial Adviser ยท Broadbeach Waters, QLD

Registered

Registration Number

000296951

Registration Status

Registered

Location

Broadbeach Waters, QLD 4218

Providing Advice Since

2005

Registration Date

20/01/2025

Financial Services Licensee

CLIMB WEALTH PTY LTD

Licence #000409424

๐Ÿ“š Qualifications & Training

2011 - Bachelor of Business (Financial Planning) - - Royal Melbourne Institute of Technology (RMIT)
2011 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT)
2014 - Graduate Diploma in Legal Practice - - Australian National University
2014 - Juris (Law) Doctor - - University of New England

๐Ÿข Professional Memberships

Credit and Investments Ombudsman

โ„น๏ธ 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.