Matt Meehan

Lifesolver Financial

Platinum
26 Yrs Experience
Armidale, NSW 2350
Matt Meehan is an Adviser, Certified Financial Planner and Chartered Accountant based in Armidale. Matt (founder and owner of Lifesolver Financial) places a unique emphasis on you and providing a financial solution suitable for your needs. Matt Meehan has been working with farming families and regional small business people for the past 24 years, and has extensive experience in accountancy, business services and finance as well as hands-on farming and grazing experience. Matt has worked in various roles starting as a jackaroo in South-West Queenland, a rouseabout in shearing sheds, a farm hand on various grazing, grain and cotton farms, an accountant at Cameron Kirk Rose (now part of Crowe Horwath) and Ernst & Young, a rural manager at Rabobank and a financial planner at Rabobank. Drawing on this knowledge, Matt is able to provide high-level strategic financial solutions for his farming and small business clients. Matt is a Certified Financial Planner as well as a qualified Chartered Accountant (Financial Planning Specialist) and an Agricultural Business Management graduate of Marcus Oldham College.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • 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 Platinum
  • Rating 4.70
  • Number of reviews 21
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Lifesolver Financial

160 Rusden St
Armidale, NSW 2350

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Agbis Pty Ltd

AFSL 511447

4.70
21 Reviews
5
4
3
2
1
4.80
Clear communication
4.60
Knowledge & expertise
4.80
Customer care
4.60
Likely to recommend
Showing reviews 1—10 of 21

Sort by

4.75

"Matt is an absolute professional and genuinely interested in seeing you and your business do well. He is organised and knowledgable, prompt in replying to queries and is great at getting us motivated to get our end sorted. I would highly recommend Matt to anyone wanting to elevate their business to the next level."

  • Margin Lending
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have met a large number of advisors in my lifetime and decided to engage Matt because he stood out as the most genuine and honest candidate. He worked diligently on my previously established superannuation setup and rectified issues in it. The only reason I would ever fail to understand Matt's advice would be because I don't try hard enough , not because he doesn't explain it well. He seems to be across a range of financial topics and has picked up on some issues which my long term accountant may have failed to observe. So his combination of honesty, diligence, and industry knowledge make him a standout in the field."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Matt has given. me advice in areas including redundancy, government assistance, superannuation and investment strategies. He was usually able to explain things in a clear way. I feel confident that the advice given was right for my needs and I usually received Zhou’s full care and attention when needed."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Matt always makes time to meet face to face and has provided sound advice on insurance, investments, small business management and tax. He is easy to work with and is passionate about helping others."

  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Matt continually comes up with concepts and ideas to help us stay focused. He askes the questions that no one wants asked but should be asked. He is readily contactable and replies almost immediately. Regular face to face meetings are a part of the service."

  • Superannuation
  • Self Managed SuperFunds
  • Aged Care
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Matt has been very helpful in our business and personal finance areas. We would recommend him to others."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Financial Hardship
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've always found Matt to be extremely diligent, competent, and well versed in his fields of expertise. Matt's knowledge and experience are clearly displayed in the advice he provides, and executions are always timely and thorough. I highly recommend Matt as an adviser, accountant, and business coach."

  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband & I have been long-term clients of Matt. He helped us to establish our SMSF, and thence manage its cash investments & share investments to suit the stage & needs of our lives. Matt responds to our queries promptly, and we have confidence in his considered, well-researched advice."

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

"Matt is always available for advice, a chat or a review of the situation. Matt has a very kind and caring nature, and has a great understanding of our situation. Matt provides comprehensive and informative reports and is very happy to answer any questions. The result from our investments is testimony to Matt's advice. We are very lucky investors."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Matt has always helped us in all our business dealings and big help to me with tax details ,Matt has always be available to talk to me and explain in detail things I do not understand"

  • Government Assistance
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2011

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2005

Self Managed Superannuation Funds (SMSF)

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

Bachelor of Financial Administration

Level
7 - Bachelor Degree
Institution
University of New England (UNE)
Completed
1994

Margin Leading and Geared Investments

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

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
AFP

Financial Planning Association of Australia (FPA)

Membership type
AFP
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