MATTHEW PAUL HAGGARTY

Financial Adviser · Newcastle, NSW

Registered

Registration Number

000279718

Registration Status

Registered

Location

Newcastle, NSW 2300

Providing Advice Since

2004

Registration Date

21/12/2018

Financial Services Licensee

MAXIM PRIVATE CLIENTS PTY LIMITED

Licence #000511972

📚 Qualifications & Training

1997 - Certified Financial Planner - - FPA
2010 - Margin Lending and Geared Investments - - Kaplan
2014 - Cavendish & ICFS Specialist SMSF Course - - University of Adelaide

🏢 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.