Matthew Roach

Telstra Super Financial Planning Pty Ltd

Bronze
8 Yrs Experience
Sydney, NSW 2000

Matthew has financial planning in his blood and since his teenager years has seen the advantages of financial advice because of his father. Matthew has over 7 years of experience in the financial planning industry in a variety of roles and believes he is best served by being in front of clients.

While completing his studies, Matthew worked a number of years in hospitality and this is where he started to understand the body language of people. This is no different in financial planning. 

'What I love about being a Financial Adviser is that I get to help people achieve their financial goals by being there with clients through their journey. Meeting new clients always gives me a good feeling and I believe everyone can benefit from appropriate financial advice.'

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Telstra Super Financial Planning Pty Ltd

Suite 2 Level 3, 66-74 Clarence Street
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Telstra Super Financial Planning Pty Ltd

AFSL 218705