MATTHEW PELIZZARI

Financial Adviser ยท Kent Town, SA

Registered

Registration Number

000309318

Registration Status

Registered

Location

Kent Town, SA 5067

Providing Advice Since

2005

Registration Date

13/03/2015

Financial Services Licensee

OREON FINANCIAL PLANNING PTY LTD

Licence #000470507

๐Ÿ“š Qualifications & Training

2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - FINSIA
2011 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - University of South Australia
2013 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2016 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FINSIA
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.