Matthew James Long
OPAL ADVICE PTY LTD · Toowoomba QLD 4350 · Advising since 2005
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001003311
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951Through authorised representative OPAL ADVICE PTY LTD (no. 001304390)Since 4 July 2023
- Principal business address
- Toowoomba QLD 4350
- First year providing advice
- 2005
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2023 – presentPROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951Through authorised representative OPAL ADVICE PTY LTD (no. 001304390)
- CEASEDFeb 2020 – Jul 2023PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951Through authorised representative OPAL WEALTH TOOWOOMBA PTY LTD (no. 000336944)
- CEASEDDec 2015 – Feb 2020CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDSep 2010 – Nov 2015WESTPAC BANKING CORPORATION · AFSL 233714
- CEASEDMay 2005 – Jun 2010NATIONAL AUSTRALIA BANK LIMITED · AFSL 230686
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Diploma of Financial Planning
Kaplan Higher Education · 2023 · Graduate Diploma (AQF 8)
Margin Lending and Geared Investments Program
Kaplan Professional · 2017 · Other
Advanced Strategies for Self Managed Superannuation Funds Course
MLC Advice Education (RTO) · 2008 · Other
Advanced Diploma of Financial Services (Financial Planning)
MLC Advice Education (RTO) · 2006 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning)
MLC Advice Education (RTO) · 2005 · Diploma (AQF 5)
DFP Modules 1-3 (FPA1, FPA2, FPA3)
FPA Australia · 2004 · Other
Bachelor of Commerce
Griffith University · 1991 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Matthew James Long claims the profile.
Reviews
Not yet reviewed
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Contacting Matthew James Long
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
OPAL ADVICE PTY LTD
Authorised by PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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