MATTHEW PETER NICOLAS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2016 - Diploma of Financial Planning - - Kaplan
2016 - Graduate Diploma of Chartered Accounting - - Chartered Accountants
2018 - Advanced Diploma of Financial Planning - - Kaplan
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
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.