MATTHEW RENCKEN

Financial Adviser · Ballina, NSW

Registered

Registration Number

001263074

Registration Status

Registered

Location

Ballina, NSW 2478

Providing Advice Since

2018

Registration Date

20/03/2019

Financial Services Licensee

EP FINANCIAL SERVICES PTY LTD

Licence #000325252

📚 Qualifications & Training

2009 - Postgraduate Diploma in Financial Planning - Diploma (AQF 5) - University of Stellenbosch
2010 - Advanced Postgraduate Diploma in Financial Planning - - University of the Free State (South Africa)
2011 - Bachelor of Commerce (BComm) - Bachelor Degree (AQF 7) - University of Stellenbosch
2018 - Diploma of Financial Planning (FNS50615) - Diploma (AQF 5) - Kaplan Professional
2018 - RG146 & The SMSF Association SSA - Professional Designations - The University of Adelaide
2019 - CFP - Professional Designations - FAAA
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Client Engagement Skills FPC007B - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - Economic and Legal Context for Financial Planning FPC001B - Bridging Course - Regulation & Legal Obligations - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
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.