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Joel Matthews

5 Point Financial Planning

Gold
15 Yrs Experience
Nambour, QLD 4560

To help you live the life you want, I specialise in;

› planning for your retirement

› choosing the right investment strategy

› making the most of your super.

I hold a Master's Degree in Financial Planning, have over 14 years’ experience in the financial services industry and I have worked as a Senior Financial Planner for over 7 years.

As Australia’s largest superannuation fund, we’re here to help members achieve their best financial position in retirement. For those who are getting close to retirement - now that you’re approaching the next chapter of your life, it’s a good idea to get some advice about your finances. This way you can plan ahead.

Putting you first - financial advisers who work with AustralianSuper;

› act honestly, with integrity, and in your best interest at all times

› obey all relevant laws including the Financial Planner and Adviser Code of Ethics

› comply with industry standards and community expectations of professional

practice and conduct

› maintain a program of ongoing professional development

› provide advice on a fee-for-service basis only after agreement with you

› help you make alternative arrangements if it’s in your best interests to receive

advice from another provider or it’s not in your best interests to keep your

AustralianSuper account.

›AustralianSuper advisers don't receive incentives, bonuses or commissions.

Contact us on 1300 300 273 to discuss your financial advice options.

Expertise

  • Superannuation
  • Retirement & Pension
  • Growing Assets

My fees

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

We provide a fee for advice service and we can articulate an advice fee to you after our first meeting that varies depending on the amount of work involved.

At a glance

  • Adviser status Gold
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

5 Point Financial Planning

66-68 Currie St
Nambour, QLD 4560

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Financial Services Group Australia Pty Ltd

AFSL 225985