MATTHEW WILSON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2002 - Diploma of Financial Markets - Diploma (AQF 5) - Finsia
2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty
2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2007 - Master of Financial Planning - Masters Degree (AQF 9) - University of Sunshine Coast
2014 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.