MATTHEW SIMON IZZO
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2015 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - University of South Australia
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - SMSF Regulations and Taxation - Other - Kaplan Professional
2024 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.