Matthew Mahon
CBP Finance Pty Ltd
Silver
6 Yrs Experience
North Melbourne, VIC 3051
Recent reviews
CBP Finance Pty Ltd
SE 41, 204 Dryburgh StNorth Melbourne, VIC 3051
Opening hours
- 10:00am – 3:00pm Saturday – Sunday
- 8:00am – 8:00pm Monday – Friday
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 3
- First year providing advice 2016
- Years of experience 6
-
Highest qualification
- Master of Business Administration
-
Language spoken
- English
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Licensed by
Freedom Wealth Services Pty. Ltd.
AFSL 502934
4.90
3 Reviews
5
4
3
2
1
Sort by
Jason, 35 - 45 years, Endeavour Hills, VIC
"Have been with Matthew for over a year now. He displays a great knowledge on all financial matters. Being an accountant myself he is also great at answering any technical questions i have. He is also extremely open and honest, not trying to push a certain product and makes sure what he does is right for you, and what you want to achieve."
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
Nguyen, < 35 years, Glen Iris, VIC
"."
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Growing Assets
- Wills & Estates
- Budgeting
Teresa, 35 - 45 years
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Tax Strategies
- Growing Assets
- Budgeting
My clients have reviewed me based on the following areas of advice
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting
Qualifications & Training
Diploma of Financial Planning (1-8)
- Level
- 5 - Diploma
- Institution
- Integrity Education Group
- Completed
- 2016
Certificate IV in Finance and Mortgage Broking
- Level
- 4 - Certificate IV
- Institution
- Integrity Education Group
- Completed
- 2016
Bachelor of Commerce
- Level
- 7 - Bachelor Degree
- Institution
- Deakin University
- Completed
- 1999
Master of Business Administration
- Level
- 9 - Masters Degree
- Institution
- Deakin University
- Completed
- 2015
Diploma of Finance and Mortgage Broking Management
- Level
- 5 - Diploma
- Institution
- Integrity Education Group
- Completed
- 2016
Professional Memberships
Certified Practising Accountants Australia (CPA)
- Membership type
- Associate
- Opinion
- Services
- Comment
- Questions
- Details
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