Mathew Fogarty

Financial Planning By Design Pty Ltd

Gold
23 Yrs Experience
Moorabbin, VIC 3189

After starting a nursing degree, Mathew carried across the same principles of care to the Financial Services industry over 25 years ago.

Over time, Mathew has built his experience and education to specialise in financial planning.

He is a Certified Financial PlannerĀ®, a member of the FPA & AFA and a lifetime qualifying member of the international organisation, MDRT. Mat has passed his FASEA ethics exam and is halfway through completing Graduate Diploma.

Mathew is passionate about two things within this business; a) achieving great outcomes for his clients, and b) mentoring the next round of professionals to experience the same passion for financial planning that he does.

Outside of work, Mathew loves to travel and enjoys nothing more than spending time with his family.

Mathew understands how life can be a juggling act. With his own family, and a business, he understands the challenges that clients face, and brings his personal experience as well as wealth of knowledge to achieving great outcomes.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2003
  • Years of experience 23
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Financial Planning By Design Pty Ltd

Suite 2, 2 Central Ave
Moorabbin, VIC 3189

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

F.P.D Solutions (Aust) Pty Ltd

AFSL 536964