MATTHEW PERRETT
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1999 - Bachelor of Arts - Bachelor Degree (AQF 7) - Victoria University
2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2007 - Certified Financial Planner - Other - Financial Planning Association
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2011 - Self Managed Superannuation Funds - Other - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2020 - Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
🏢 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.