MATTHEW MOUSA

Financial Adviser ยท Kingsgrove, NSW

Registered

Registration Number

001237777

Registration Status

Registered

Location

Kingsgrove, NSW 2208

Providing Advice Since

2015

Registration Date

05/06/2020

Financial Services Licensee

HAVANA FINANCIAL SERVICES PTY LTD

Licence #000500435

๐Ÿ“š Qualifications & Training

2016 - Advanced Diploma of Financial Planning - - Mentor Education
2017 - Self Managed Super Fund Accredited - - Mentor Education
2018 - Accredited Aged Care Professional - - Aged Care Steps
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2021 - Masters of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional

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.