SANDRA ANN HOPPS

Financial Adviser ยท Toowoomba City, QLD

Registered

Registration Number

000302980

Registration Status

Registered

Location

Toowoomba City, QLD 4350

Providing Advice Since

2002

Registration Date

10/07/2006

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

๐Ÿ“š Qualifications & Training

1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Southern Queensland
2002 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Australia
2006 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2010 - Self Manged Superannuation Funds Course & Margin Lending and Geared Investments Course - Other - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education

๐Ÿข Professional Memberships

Certified Financial Planner (CFP) of FAAA
Court of the Table of the MDRT association
Fellow of the Financial Services Institute of Australasia (FINSIA)
SMSF Association

โ„น๏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.