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Matty Wallis

Beta Advice

Silver
12 Yrs Experience
Kirrawee, NSW 2232

Hi there, I'm an insurance specialist and love assisting families and business on their insurance advice needs.

I have previously owned and operated my own advice practice for 6 years, until I took a role as State Manager for my Licensee. I really enjoyed helping advisers with their clients, and learned a lot along the way. I am excited to be coming back to the insurance advice space with broader knowledge, and a depth of experience to ensure you are receiving excellent advice that is tailored to your personal situation, and in your best interest. I strive to always make sure you understand the complexities of the financial world, to give you confidence in your decisions.

I am Married with 3 young beautiful girls. Im also a cricket tragic, and Dragons fan. I am very approachable and happy to help.

Expertise

  • Insurance Protection
  • Small Business Advice

My fees

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

At a glance

  • Adviser status Silver
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Beta Advice

102 Acacia Rd
Kirrawee, NSW 2232

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Dirigere Advisory Pty Limited

AFSL 524371