MATTHEW MONACO
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
2011 - Bachelor of Commerce (Property) - Bachelor Degree (AQF 7) - Curtin University of Technology
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Self Managed Superannuation Funds - Other - Kaplan Professional
2018 - Tier 1 Margin Lending - Other - Kaplan Professional
2025 - Ethics and Professionalism - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.