Amy Langlands

Financial Adviser

ASIC adviser number:
001237144
Qualifications and training:

2005, Bachelor of Commerce (International Business), Bachelor Degree (AQF 7), University of Wollongong
2007, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan Professional
2011, Margin Lending and Geared Investments Program, Other, Kaplan Professional
2016, Advanced Diploma of Financial Planning, Advanced Diploma (AQF 6), Kaplan Professional
2017, Self Managed Superannuation Funds, Other, Kaplan Professional
2017, Tax for Financial Advising (Short Answer Exam) Gap Course, Other, Kaplan Professional
2020, Accredited Aged Care Professional Program, Other, Aged Care Steps
2025, Ethics and Professionalism in Financial Advice Course (FPC002B), Bridging Course, Ethics, Kaplan Higher Education

When adviser first provided advice:
2015
Membership of professional associations:

Association of Financial Advisers (AFA)

Disciplinary action by ASIC:
None
Location:
17 Bong Bong St
Kiama  NSW  2533
AFS licence holder name:
Matrix Planning Solutions Limited
AFS licence number:
000238256
Licence controlled by:
Centrepoint Alliance Limited ~ Clearview Wealth Limited [Date Ceased: 30/11/2021]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».