MATTHEW ROBERT STEVENSON
Financial Adviser · Norwest, NSW
📚 Qualifications & Training
1995 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
2002 - Diploma of Financial Services - Diploma (AQF 5) - The Association of Superannuation Funds of Australia
2002 - Diploma of Superannuation Management - Diploma (AQF 5) - The Association of Superannuation Funds of Australia
2013 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
Tax Institute of Australia
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.