MATTHEW PETERSON CHOAT

Financial Adviser ยท Nelson Bay, NSW

Not Registered

Registration Number

001314330

Registration Status

Not Registered

Location

Nelson Bay, NSW 2315

Registration Date

13/03/2025

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

๐Ÿ“š Qualifications & Training

2012 - Bachelor of Social Science - Bachelor Degree (AQF 7) - University of Newcastle
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education

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.