I commenced my Financial Planning career as a Para Planner in 2011. Within this role I was able to develop valuable experience and knowledge to enable me to create strategic financial plans. During this time, I also completed my Diploma of Financial Services and have commenced studying for my Graduate Diploma of Financial Services.
I have since now become a Financial Planner with Zenith Wealth where I am using my experience and knowledge gained to assist clients identify their financial and lifestyle goals and develop appropriate strategies to ensure they have the best chance of achieving these goals.
We are a fee for service business
Matthew was able to explain things to me in a clear way. Through Matthew's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Matthew's full care and attention when I needed it.' Matthew always looks after all my needs xo
Matt has proven himself to be very friendly, helpful and knowledgable and we are very happy with the services he provides. Thank you Matt!
Matthew is very efficient and helpful and has improved our superfunds very quick and look forward to many more years of service
I have found Matthew to be very pleasant to deal with. He has a good knowledge of the area of transitioning into retirement which is what has been an important issue for me as I am entering into retirement this year and I feel very happy with the way my finances are being looked after.
very helpful with the questions that I have about the super plan that he has put in place for me .
- Adviser status Bronze
- Number of reviews 7
- First year providing advice 2013
- Years of experience 10
- Diploma of Financial Planning
Zenith Wealth56 Best Street
Devonport, TAS 7310
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Fortnum Private Wealth Ltd