MATTHEW LEWIS
Financial Adviser · Surfers Paradise, QLD
📚 Qualifications & Training
2003 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2011 - Margin Lending and Geared Investments - - Kaplan
2011 - Self Managed Super Funds - - Kaplan
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
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.