MATTHEW ROBINSON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2015 - Bachelor of Economics (Financial Economics) - Bachelor Degree (AQF 7) - The University of Sydney
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd
2017 - Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) - Other - Financial Education Professionals Pty Ltd
2018 - Estate Planning - Other - Kaplan Higher Education Pty Limited
2020 - Margin Lending Accreditation - Other - Stockbrokers and Financial Advisers Association Limited
2021 - Graduate Diploma of Financial Planning. - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
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.