MATTHEW WILLIAM CARLSEN
Financial Adviser Β· Cairns, QLD
π Qualifications & Training
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2012 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
2021 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
π’ Professional Memberships
Financial Advice Association of Australia (FAAA)
βΉοΈ 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.