MATTHEW WILLIAM MCCONNELL
Financial Adviser · Devonport, TAS
📚 Qualifications & Training
1997 - Advanced Diploma in Business Accounting - - TAFE
1998 - Bachelor of Commerce - - University of Tasmania
2000 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA)
2004 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA)
2007 - Graduate Diploma of Applied Finance & Investment - - FINSIA
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.