MATTHEW ZEE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1993 - Bachelor of Agricultural Economics - Bachelor Degree (AQF 7) - Sydney University
1997 - Master of Commerce (Marketing and Organizational Behavior) - Masters Degree (AQF 9) - University of New South Wales
2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2019 - FPC002B 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.