Mat Tenison

Tik Financial Group

Silver
11 Yrs Experience
Dee Why, NSW 2099

Recent reviews

Tik Financial Group

Shop 1, 659 Pittwater Rd
Dee Why, NSW 2099

Opening hours

  • 9:00am – 5:00pm Monday, Wednesday – Friday
  • 9:00pm – 5:00pm Tuesday

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 9
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

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

My fees

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

Ongoing advice is only offered to clients who I believe I can provide strong value through regular reviews and ongoing support. Our ongoing packages are flexible in the respect that you can switch off or change at any time. We have a flat fee model, which means you pay a set amount for a certain level of work. We find this is the best way to provide ongoing advice with an unbiased approach which is tailored to your needs. You have the option to pay personally or from superannuation depending on the type of advice we are providing.

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.90
9 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
4.80
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Mat has given us invaluable advice about our superannuation and income stream needs.He is always on hand to answer any questions we have ( of which there has been many!) ,and explains everything in laymans language.He is always positive, bubbly and a pleasure to deal with."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We found Mat to be exceptionally accomodating given our sensitive family circumstances and always made our concerns a high priority when dealing with us over what was a very challenging period for us. We would have no hesitation in recommending Mat’s services to anyone now and in the future. We look forward to continuing the relationship we’ve established."

  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I needed some expert advice on around taxation implications of the ATO Super Transfer Balance, nominated Super beneficiaries at different stages in life, & taxation on Super inherited by non-dependants. Mat willingly gave me advice that was clear & to the point. I was confident that Mat was expert & knowledgeable in the matters discussed. I will engage again with Mat in future if needed."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We really enjoyed our interaction with Mat and through his work we were able to effectively sort out our SMSF. He gave us good strategic advice in areas including self managed super funds and insurance. Mat was usually able to explain things to us in a clear way. Through Mat's knowledge and experience, we feel very confident the advice given was right for our needs. We received Mat's full care and attention when we needed it. And he was extremely cost effective."

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

"I have complete confidence in Mat's advice. No matter what area I enquire about, he will carefully consider, research if necessary, and respond promptly and professionally. Importantly, I like and trust him, and I know he always listens and cares."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mat has been incredibly helpful with all avenues of setting up my SMSF and my financial future. After being told about Mortgage choice, I spoke to Mat and haven't looked back. Mat asked me if I had any thoughts on what I wanted and i gave him a couple ideas. Mat then went away and made a customised package to suit all my needs, including my ideas and cash flow. All of Mats team has been incredibly helpful, which was a major concern of mine being a novice at this. Mats great communication and explaining of processes make working with him a pleasure. I would highly recommend Mat"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Matt very helpful, he listened to my queries and the financial stage of my life and suggested to best way to go forward for me . i have alot of faith in him and would highly recommend him , he is difinately on the ball !!"

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

"very responsive and and your advice is trusted. I feel much more confident managing my finances with Mat's assistance. Thanks Mat :)"

  • Insurance Protection
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I have been using Mat for a couple of years now. Mat was working with my husband re his retirement and I thought it was a good idea that I start using Mat in my transition to retirement. Mat went out of his way to help my husband set up his retirement fund in coming over to our place which is not local to Mat, which we appreciated very much. It was time to set something into place for myself so there was never any question."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Certificate in Margin Lending

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

Certificate in Self Managed Superannuation Funds (SMSF)

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

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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