Matthew Carswell

Viridian Select Pty Ltd

Silver
13 Yrs Experience
Earlville, QLD 4870
As a financial planner, my main goal is to help you make well-informed decisions on what types of strategies are right for you. An important part of the advice process is to continue to adjust your financial plan as your goals and needs change. I will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that I devote to my own. I look forward to being your trusted advisor and expert resource, as we build a secure financial strategy together. Contact me by phone or email and let’s get to work on your future.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

Initial appointment is complimentary, fees apply if you wish to proceed further. Fees are based on work involved in providing and implementing my recommendations.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Viridian Select Pty Ltd

Suite 4, 516 Mulgrave Road
Earlville, QLD 4870

Opening hours

  • 8:00am – 3:00pm Friday
  • 8:00am – 5:00pm Monday – Thursday

Licensed by

Viridian Select Pty Ltd

AFSL 515762

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

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5.00

"Matt is very reliable and trustworthy. He is prompt to respond to my queries and always willing to help me with financial matters. I recently purchased a new home and it was quite complicated from a financial point of view Matt made the whole process seamless and I wouldn't have been able to do it without his guidance and assistance. I would have no hesitation in recommending Matt to friends and associates."

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

"Matthew has always been putting my interest first and honest response to my request and advice how to go about it to get the best for my future with my super and how to best overcome my mortgagee payments to be depth free when i retire, it is best to say that Matt is a very Honest and gives me his best in help with his advice which is appreciated."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew is friendly while maintaining a very professional approach. He in knowledgeable and is always willing to source any additional information I require. He is easy to contact which I consider very important and he contact me back in a good time frame."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew has provided us with sound and professional advice heading into our retirement.He is very approachable and easy to talk to and treats us more as friends than clients.Matthew keeps us up to date with fluctuations in the financial markets and advises us accordingly. His recommendations have been easy to understand in our circumstances. We feel confident going forward and happy to recommend Matthew to future clients."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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