SAMUEL DAVID MATHEWS
Financial Adviser ยท Colonel Light Gardens, SA
๐ Qualifications & Training
2002 - Accreditation Program PS146 Securities, Futures Markets and Managed Investments - - SDIA
2008 - Diploma of Financial Services (Financial Planning) - - Kaplan
2010 - Margin Lending Accreditation - - Stockbrokers Association of Australia
โน๏ธ 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.