Mat Allday

Capital Wealth Advisers

4.85
14 Reviews
Silver
15 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Capital Wealth Advisers

Suite 301, 373 King Street
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 14
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Finance
  • Language spoken
    • English

Expertise

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

Licensed by

Charter Financial Planning

AFSL 234665

4.85
14 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"I have found Mat to be polite, informative, understanding of my circumstances and very elpful in relation to superannuation, investments and tax effective strategies for retirement planning."

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

"Always a very easy person to deal with and who I believe to have the interests of his clients as paramount."

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

"I find Mat Allday a very professional financial adviser. He always answers my questions to my satisfaction, is very polite and offers advice where needed. I have no hesitation in recommending Mat to future clients as I feel sure they will be as happy as I am with his expertise."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mat is a great advisor. He will be my # 1 choice when I'm ready to invest."

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

"Mat is agreat guy, he is approachable, has great understanding of the investor needs and I have no hesitation in recommending him to anyone who wants sound advice."

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

"Mat is always helpful and friendly, as are the rest of the staff in his office. I have contacted him more often than usual in the last year as I retired during that time, and he has been happy to work through my concerns with me. I am very satisfied."

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

"Mat establishes a genuine and friendly relationship with clients. His advice is always honest and frank. He presents the risks, as well as the benefits, of all options. He has a good knowledge of local and international financial and equity issues."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2009

Bachelor of Finance

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2004

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2012
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