Christine Brown

Matthews Steer Pty Ltd

Gold
20 Yrs Experience
Essendon Fields, VIC 3041
“Helping clients achieve financial freedom is the greatest success story” There is no simple solution to achieving freedom, but what I do best is map out a detailed process outlining how this can be achieved based on knowledge and discipline. I have been working in financial services for the last 14 years, advising high net worth individuals and business owners on their overall investments and investment strategy. Prior to starting in the financial services sector, I sold my own successful business which I had started and operated for over 10 years. I am a qualified Accountant with over 30 years’ experience dealing with business owners. Given my personal experience in business, I have particular expertise in identifying and resolving the complex issues facing business owners. I use my detailed knowledge of business cash flows and tax structures to provide investment strategies that facilitate the transfer of a client’s business wealth into their own personal wealth.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Matthews Steer Pty Ltd

Essendon Fields House, Level 2, 7 English Street
Essendon Fields, VIC 3041

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459

4.95
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

4.75

"Christine provides clear and independent advice, listening, checking and working with us to achieve a good outcome."

  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Re: Christine Brown, Christine Brown has been my advisor and financial planner for a number of years now. I find Christine is always aware of the current climate, regardless of how challenging it is. And I appreciate her balanced approach to finances and the realities of life. I have complete trust in Christine and appreciate her extensive knowledge of the industry, her professional guidance and natural conscientiousness. I have remained with Christine for some years now as I find her advice smart and clear and her methods have proven to be thoroughly sound and balanced. Christine’ is extremely approachable and exhibits a quiet confidence and ongoing interest in my finances. She is always aware of the current climate, no matters how challenging and my trust in her as an adviser has grown and developed over that time. I would have no hesitantly for recommending Christine as a financial planner. Vicki Callanan"

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Christine's for over 5 years and she has provided me advice on my overall situation but particularly in the area of debt management, cash flow and margin lending. The advice she has provide, greatly assisted me for future opportunities and wealth creation."

  • Insurance Protection
  • Margin Lending
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christine has given me advice in areas including loan products, self managed super funds and managing debt. Christine was always able to explain things to me in a clear way. Through Christine's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Christine's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Christine has given me advice in areas including investment, my self managed super fund and managing debt. Christine is always able to explain things to me in a clear way. Through Christine's knowledge and experience, I feel very confident that the advice given is right for my needs. I always receive Christine's full care and attention when I need it.'"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christine provided me with very sound advice. She was very genuine, knowledgeable and made me feel at ease. She was able to get me on track and guide me in making life decisions."

  • Superannuation
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christine is the best adviser."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2004

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
1994

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Victoria College
Completed
1991

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Associate

Certified Practising Accountants Australia (CPA)

Membership type
CPA
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Christine's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Christine able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Christine's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Christine to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Christine?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Christine provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Christine may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Christine Brown
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens