MATTHEW WILLIAM BARTON SMITH
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1995 - Associate Diploma of Business - Diploma (AQF 5) - NSW TAFE
1999 - Bachelor of Economics (Social Sciences) - Bachelor Degree (AQF 7) - University of Sydney
2003 - Diploma of Financial Planning (DFP 1-8) - Diploma (AQF 5) - Financial Advice Association of Australia Limited
2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association of Australia Limited
2010 - RG146 Margin Lending - Other - MLC ThreeSixty
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.