Matthew Tsimos

Macquarie Private Wealth

Silver
8 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Macquarie Private Wealth

Level 34, 80 Collins St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 4:00pm Friday
  • 8:00am – 6:00pm Monday – Thursday

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 9
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Business (Marketing)
  • Language spoken
    • English

Expertise

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

My fees

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

Licensed by

Macquarie Private Wealth

AFSL 237502

4.95
9 Reviews
5
4
3
2
1
4.80
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

4.75

"Matthew was very professional and helpful with the advice provided."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with Matthew and the team at Formation's advice. Would happily recommend to family and friends."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was reffered to Matthew by a friend of mine and was very happy with the service offered. I now have a better understanding around wealth protection, superannuation and investments as well as goals based advice around debt management."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Matthew was very helpful and knowledgeable. Would recommend to family and friends. Matt helped us with pre retirement planning and saved us tax through our business."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt has been easily accessible when ever I have a question or plan. His advice has always been thought out and his diligence in making sure I understand has been great. Very professional I would recommend him to anyone looking for some solid financial advice. Thanks for your help Matt. Keep it up."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt is helping me achieve my financial and lifestyle goals. Happy to recommend to family and friends."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew has condicted himself in a modern professional manner, taking time to understand my current situation and future goals. I would highly recommend his services to anyone who has interest in securing their financial future. Thanks Legend"

  • Superannuation
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been happy with investment returns and the service provided as well as strategy planning. Matthew provided great clarity around centrelink entitlements."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew helped give me direction on my savings, my personal insurance protection, superannuation, and overall planning needs. Would highly recommend."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2016

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2013

Bachelor of Business (Marketing)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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