Matthew Rea

Tribeca Financial

Platinum
8 Yrs Experience
Hawthorn, VIC 3122

I am a senior financial advisor based in Melbourne, Australia, focusing on holistic financial planning. Having grown up on a dairy farm outside Warrnambool, I developed an early appreciation for long-term thinking and the value of practical advice. I hold the Certified Financial Planner designation, the highest recognised financial planning education in Australia, as well as a Bachelor of Commerce, majoring in Financial Planning and Finance.

Today, I live in Melbourne with my partner and our one-year-old son, which has shaped the way I think about financial security, freedom, balance and planning for the future. I am extremely committed to my clients, and I understand how important it is to take the time learn what matters most to you so your advice is personal, relevant and built around your life. You can trust that I will construct my advice solely to benefit you.

If you need help planning for retirement, making a cash flow plan, or investing to grow for the future, I bring both professional expertise and a grounded, practical approach to help you construct a overall plan for your future with confidence.

My contributions to the 'Ask an Advisor' community:

  • https://www.adviserratings.com.au/news/ask-an-adviser-whats-in-store-for-the-economy-with-the-high-inflation-rates/
  • https://www.adviserratings.com.au/news/ask-an-adviser-what-is-the-maximum-non-concessional-contribution-i-can-make-to-my-super/
  • https://www.adviserratings.com.au/news/ask-an-adviser-how-do-i-ensure-my-super-beneficiaries-will-receive-payment-2/

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 26
  • First year providing advice 2018
  • Years of experience 8
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Tribeca Financial

Level 1, 110 Church St
Hawthorn, VIC 3122

Opening hours

  • 8:30am – 6:00pm Monday – Tuesday, Thursday – Friday

Meeting methods

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

Licensed by

My Dedicated Advisory Pty Ltd

AFSL 485683