MATTHEW PORTER
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2002 - Bachelor of Arts in Economics - Bachelor Degree (AQF 7) - Rollins College
2014 - Advanced Diploma of Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Monarch Institute
2014 - Derivatives (Personal Advice) - Other - RG146 Training Australia T/A Mentor Education Australia
2014 - Diploma of Financial Planning FNS50611 - Diploma (AQF 5) - Monarch Institute
2014 - Margin Lending - Other - RG146 Training Australia T/A Mentor Education Australia
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
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.