Matthew Woolford

Smarter Wealth

Platinum
14 Yrs Experience
Keilor, VIC 3036

Matthew completed a Bachelor of Business (Accounting) in 2007 at Victoria University where he graduated majoring in financial planning, finance and accounting. 

Matthew commenced his career at a small boutique firm in Ringwood where he found a passion for helping people in all aspects of their financial situation. While there he commenced his study in becoming a Certified Financial Planner.

After taking a year off to travel abroad, Matthew has created a rewarding career in Financial Planning working with families and small business owners in helping them create their ideal lives, having the right balance of leading a fulfilling life and working to secure their financial future.

In addition to his years of experience working in both industry super fund and private businesses, Matthew has also completed specialist studies in Self Managed Super Funds and Aged Care Financial Advice.

At the end of 2020 he established his own business to expand on his unique work styles and flexibility with client base.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 47
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Smarter Wealth

13 Church St
Keilor, VIC 3036

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Australian Investment & Insurance Group Pty Ltd

AFSL 226405