MATTHEW LLOYD
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2003 - Master of Business Administration - Masters Degree (AQF 9) - University of Sydney
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2017 - SMSF Course - Other - Integrity Education Group
2018 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2018 - Securities - Other - Kaplan Higher Education Pty Limited
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
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.