Matt Tuson

MWT Financial Solutions Pty Ltd

Silver
14 Yrs Experience
Yarrabilba, QLD 4207
Commencing my Financial Planning career in 2003, I have progressed my experience through various Banking and Private Wealth organisations. I assist clients to create and protect their Wealth throughout each life stage to ensure they can maintain their lifestyle. My specialty areas are Pre-Retirement Planning, Post Retirement Planning, Aged Care Planning, Estate Succession Planning, Personal Insurance Planning, Wealth Management and tax effective Investment Planning.

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 8
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

MWT Financial Solutions Pty Ltd

80 Tallwoods Cct
Yarrabilba, QLD 4207

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Nest Advisory Hq Pty Ltd

AFSL 519569

4.85
8 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Matt set up my original superannuation fund about seven years ago. A couple months ago I received a call from Matt out of the blue letting me know that my current super fund was not performing as well as it should and may take a hit with some movement in the market. He recommended switching super funds to protect myself. Within less than 2 weeks from his initial call I was switched over to a better performing fund. It was great to know that after all that time he was still looking after my investments. Matt was easy to deal with and very professional and knowledgeable."

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

"Matt, has given advise for Loan products and Super Funds he has be a pillar of strength in working these things through. I feel very confident that the advise given has met my needs. Matt has has offered to continue to any advise needed any time."

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

"Matt was a pleasure to deal with nothing was a hassle very approachable this was a great experience for my wife and I"

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

"Matt came highly recommended through our Accountant. Matt assisted us with the purchase of property through our SMSF and through this process, recognised that our insurance and investments strategies could be better utilised. Matt's communication was clear and timely and nothing seemed to complex with his vast knowledge and experience. He worked around the clock to meet deadlines and kept us up to date with each step. I would highly recommend Matt and am will definitely be using his services in the future!"

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

"Following my long-term relationship breakdown, Matt assisted me through reviewing and restructuring my Personal Insurance arrangements to ensure I had sufficient cover for my two children and I. Matt reviewed my Superannuation arrangements and assisted me through the process of a financial hardship claim. He also facilitated the establishment of a Family Trust structure for my two children. Matt was very professional and he took the time to explain things to me clearly. I highly recommend Matt as a Financial Planner."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Matt has always responded to any enquiry in a timely manner and I have never been left wondering how my investment portfolio is performing. His advice in the past has always had my requirements in mind and the new 'switch over' of investment funds puts me in a position where I can access most information direct from the website."

  • Government Assistance
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I found Matt to be extremely approachable and very helpful with all my needs as far as investment and Centrelink issues. He also has the patience to explain things for people such as myself, who are not computer savvy."

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

"Matt has given us advice in areas that include superannuation, growing wealth and strategies for retirement. Matt was always able to explain things to us in a clear way. Through Matt's knowledge and experience, we feel very confident that the advice given has always been right for our needs. Matt has always provided full care and attention when required."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Griffith University
Completed
2016

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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