Financial Planner

Mathew provides specialist wealth management advice to individuals and corporations, he seeks to grow, manage and protect your wealth

Mathew is a keen golfer, also enjoys road cycling and snow skiing.
 

Advice I specialise in;

  • Retirement planning
  • Financial planning
  • Group Insurance
  • Investment planning
  • Retirement planning
  • Self Managed Super
  • Wealth protection
  • Wealth management

 

General advice I provide

  • Small business advice
  • Banking solutions
  • Estate planning
  • Salary packaging
  • Debt management
  • Company insurance

 

Qualifications

  • Diploma of Financial Planning
  • Certified Financial Planner
  • Charted Financial Practitioner
  • Self Managed Super Fund Specialist

 

Memberships and Associations

  • Financial Planning Association FPA
  • Association of Financial Advisers AFA
  • Self Managed Super Fund Association SPAA
  • Million Dollar Round Table MDRT

 

Experience

Mathew’s experience in the Financial Services Industry commenced in 1992 in customer service, administration and marketing background.

He has been practicing as a Financial planner for over 15 years

Comments are closed.