MATTHEW O'HALLORAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2008 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Australian Catholic University
2012 - FNS50804 Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education
2013 - 5 unit CFP Certification Program - Other - Financial Planning Association of Australia Limited
2014 - FNSASICR503A Provide Advice in Margin Lending - Other - Pinnacle Financial Services Academy Pty Ltd
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.