I have experience (17 years), education (an advanced degree, and completing another), and with personal care, energy and compassion I aim to deliver personal and tailored financial services.
I have a team, and a network, to put together strategies and portfolios to meet your goals and objectives.
Your first consultation is free, and we can agree any professional fees in this meeting if you wish to pursue financial advice :)
Matt does an excellent job with my portfolio making adjustments when needed. He is always trying his best to improve my super by investing in what he thinks is a money maker for his clients.
I have been working with Matt for a few years now and I can't fault him in anything. He is great to deal with and has done a lot more with my finances than anyone else has ever offered. Highly recommend!
Matt has always provided nothing short of an amazing service. He has financially advised us for many years now and has expansive knowledge of any questions proposed to him.
Matt has been our financial adviser for several years, set us up with an allocation pension. Matt is always up front with any advice he supplies. Matt has been extremely helpful with paper work since my husbands passing in march, I recommend Matt for honest financial advice.
Matt has been my Financial Adviser for around 8 years. He always has time to explain things to you and never makes you feel your questions are silly. He actually encourages you to ask them. When you have a meeting with Matt you have his undivided attention in a relaxed environment where you can also have a laugh and feel comfortable. I am very happy with how he has managed my superannuation investments and is now assisting me transition to retirement. I have no hesitation in recommending Matt and Oakwell Financial Advice to anyone looking for a Financial Adviser.
- Adviser status Platinum
- Number of reviews 17
- First year providing advice 2006
- Years of experience 17
- Graduate Diploma of Financial Planning
Oakwell Financial Advice43 Crinum Cres
Emerald, QLD 4720