Matt Leech

Kofkin Bond & Co Pty Ltd

Silver
16 Yrs Experience
Melbourne, VIC 3000
I guess I would describe myself more as a 'Financial Project Manager' who specialises in helping families & young professionals unlock their potential. To be honest, building wealth isn't this overly complicated thing, it's often the simplistic approach that can make the biggest difference in my clients lives.

Expertise

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 1
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Advanced Diploma of Financial Services
  • Language spoken
    • English

Kofkin Bond & Co Pty Ltd

Level 9, 21 Victoria St
Melbourne, VIC 3000

Opening hours

  • 12:00pm – 1:00pm Saturday
  • 9:00am – 6:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232

4.85
1 Review
5
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1
4.70
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
5.00
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  • Knowledge & expertise
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Qualifications & Training

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2011

Australian Securities Exchange Securities

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
AMP Limited
Completed
2008

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Managed Investment Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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