MATTHEW SCOTT

Financial Adviser · North Sydney, NSW

Registered

Registration Number

001255025

Registration Status

Registered

Location

North Sydney, NSW 2060

Providing Advice Since

2017

Registration Date

29/05/2017

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2015 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2018 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2023 - 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.