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Matthew Tsimos

 Matthew Tsimos

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Level 1, 64 Victor Crescent Waterman Building
Narre Warren
VIC
3805
AU

Overview CONTACT THE ADVISER

Matthew Tsimos Matthew Tsimos

total Reviews

9

Experience

3yrs

Status

Gold

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Formation Financial Services
Formation Financial Services

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

AMP Limited
AMP Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
Socially Responsible InvestmentsSocially Responsible Investments
My fees
  • Free Initial Consultation
  • Free General Advice

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 9 total)See all

"Matthew was very professional and helpful with the advice provided."

Grahame & Pamela , 46-55 21 Apr 2017

"Very happy with Matthew and the team at Formation's advice. Would happily recommend to family and friends."

Graham, 56-65 3 Feb 2017

"I was reffered to Matthew by a friend of mine and was very happy with the service offered. I now have a better understanding around wealth protection, superannuation and investments as well as goals based advice around debt management. "

Lois, Under 35 16 Dec 2016

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 3 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Waterman Building
Level 1, 64 Victor Crescent, Narre Warren
VIC 3805 Australia

Office hours

Monday:   8AM to 7PM
Tuesday:   8AM to 7PM
Wednesday:   8AM to 7PM
Thursday:   8AM to 7PM
Friday:   8AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 9 Total Reviews
Grahame & Pamela , 46-5521 Apr 2017
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matthew was very professional and helpful with the advice provided."

Graham, 56-6503 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very happy with Matthew and the team at Formation's advice. Would happily recommend to family and friends."

Lois, Under 3516 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I was reffered to Matthew by a friend of mine and was very happy with the service offered. I now have a better understanding around wealth protection, superannuation and investments as well as goals based advice around debt management. "

George & Rita , 46-5514 Dec 2016
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matthew was very helpful and knowledgeable. Would recommend to family and friends. Matt helped us with pre retirement planning and saved us tax through our business. "

Dylan, Under 3506 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matt has been easily accessible when ever I have a question or plan. His advice has always been thought out and his diligence in making sure I understand has been great. Very professional I would recommend him to anyone looking for some solid financial advice. Thanks for your help Matt. Keep it up. "

Robert, Under 3501 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matt is helping me achieve my financial and lifestyle goals. Happy to recommend to family and friends. "

Thomas, Under 3529 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matthew has condicted himself in a modern professional manner, taking time to understand my current situation and future goals. I would highly recommend his services to anyone who has interest in securing their financial future. Thanks Legend"

Helen Clare, 65+17 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been happy with investment returns and the service provided as well as strategy planning. Matthew provided great clarity around centrelink entitlements. "

Ben, Under 3516 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matthew helped give me direction on my savings, my personal insurance protection, superannuation, and overall planning needs. Would highly recommend. "

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

CHARTER FINANCIAL PLANNING LIMITED

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
9
Customers

#2
Insurance Protection
STRENGTH
6
Customers

#3
Managing Debt
STRENGTH
4
Customers

#3
Preparing For Retirement
STRENGTH
4
Customers

#3
Savings Investment
STRENGTH
4
Customers

#3
Tax Effective Strategies
STRENGTH
4
Customers

#4
Centrelink Benefits
STRENGTH
1
Customers

#4
Household Budgeting
STRENGTH
1
Customers

x

Overall rating

88%

Matthew Tsimos

Company: Formation Financial Services

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Matthew Tsimos is a member of and in what capacity, the licensee or company of Matthew Tsimos and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Matthew Tsimos (see report card scoring)

Qualifications: 100%

Compliance: 93%

Experience: 50%

Quality of Advice: 0%

Customer Satisfaction: 0%