Matthew Hams

Money Smart Financial Services

Gold
20 Yrs Experience
Leongatha, VIC 3953
With extensive experience as a Certified Financial Planner(R) and Credit Adviser, I am dedicated to help build a secure financial future for my customers. My aim is to provide friendly, professional service and advice whilst focusing on my customer's needs. As a Partner and Senior Financial Planner with Money Smart Financial Services we aim to assist clients to grow wealth for future enjoyment through a wide range of practical financial planning strategies. By delivering on our promise of outstanding levels of service, we build lasting relationships with our clients. We are a friendly, professional team dedicated to focusing on customer needs and assisting you with making the right financial decisions.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • 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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Money Smart Financial Services

41 Blair Cres
Leongatha, VIC 3953

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

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

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5.00

"I am very happy with Matt's explanation and overall view of my investments and currently my retirement financial situation."

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

"We value Matt,s confident and friendly advise, also his knowledge of rural life, and feel very secure with his financial management. Roz"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Growing Assets

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
AMP Limited
Completed
2003

Margin Lending and Geared Investments

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

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Mortgage and Finance Association of Australia (MFAA)

Membership type
Certified Financial Planner
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