Matthew Carberry

Verve Group

Platinum
23 Yrs Experience
Glenelg North, SA 5045

Recent reviews

Verve Group

Level 1, 609 Anzac Highway
Glenelg North, SA 5045

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 35
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Graduate Certificate in Professional Accounting
  • Language spoken
    • English

Expertise

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

My fees

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

Licensed by

Count Financial Limited

AFSL 227232

4.80
35 Reviews
5
4
3
2
1
4.95
Clear communication
4.70
Knowledge & expertise
4.85
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 35

Sort by

4.75

"good"

  • Government Assistance
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew has given me advice for many years particularly as I prepared for retirement. His advice has enabled me to have a comfortable retirement. I appreciate the time he gives at our annual review and clear answers to any questions I might have. His attention to detail gives me confidence in his knowledge of the up to date changes happening in the financial areas."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Matthew regularly schedules review meetings, Some of the areas he has given me advice about are cashflow, Government Assistance and Retirement & Pensions. He is always well prepared for our meetings. He is very patient with answering queries clearly and takes time to ensure that I am satisfied with his explanations. His advice has been suited to my needs. He is also available when queries arise between review meetings."

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

"'Matthew has given advice and assisted in investing money through investment portfolios to setup our financial future. 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."

  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt has helped me plan for retirement, save on taxes and grow wealth through management of shares and superannuation. He is always available for advice."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew and his team has been more than helpful thru all issues and advise i have needed over the past 4 years"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Matthew has given me advice in areas including loan products, self managed super funds and managing debt. Matthew was usually 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 usually received Matthew's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Matthew has always been able to explain just what is happening and give us a pretty clear picture of just what is about to happen"

  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew listens to our concerns and acts on them in a timely manner , very responsive to emails and phone calls , we feel very confident that Matthew has our concerns well looked after ."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew gave my husband and I the advice we needed to help us reach our retirement goals. When my husband passed away suddenly, Matthew’s help and understanding set me on the financial path I am now enjoying. I ask a lot of questions, either by phone or email and I always get a prompt, easily understandable reply. I feel confident that Matthew’s advice has been right for me."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 35

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Certificate in Professional Accounting

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of Southern Queensland (USQ)
Completed
2002

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2013

Advanced Diploma of Accounting

Level
6 - Advanced Diploma, Associate Degree
Institution
TAFE Higher Education NSW
Completed
1996

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2017

Professional Memberships

Institute of Public Accountants (IPA)

Membership type
Associate
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