MATTHEW TODD MCGILVRAY

Financial Adviser ยท Sydney Olympic Park, NSW

Registered

Registration Number

001004120

Registration Status

Registered

Location

Sydney Olympic Park, NSW 2127

Providing Advice Since

2012

Registration Date

01/12/2021

Financial Services Licensee

AIA FINANCIAL SERVICES PTY LIMITED

Licence #000231109

๐Ÿ“š Qualifications & Training

2010 - Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - University of Wollongong
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Tax Practitioners Board

โ„น๏ธ 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.