MATTHEW SCHOLTEN
Financial Adviser · Surrey Hills, VIC
📚 Qualifications & Training
1990 - Diploma - Life Insurance - Diploma (AQF 5) - Australian Insurances Institute
2003 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2003 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2011 - SMSF Association Specialist Accreditation Program - Professional Designations - Self Managed Super Fund Association
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.