MATTHEW RICHARD JONES

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

001261227

Registration Status

Registered

Location

Melbourne, VIC 3004

Providing Advice Since

2018

Registration Date

16/01/2018

Financial Services Licensee

OREANA FINANCIAL SERVICES PTY LTD

Licence #000482234

πŸ“š Qualifications & Training

2015 - Bachelor of Financial Planning/Bachelor of Accounting - Bachelor Degree (AQF 7) - Central Queensland University
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

🏒 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.