Curt Mathews

Morgans Financial Ltd

Platinum
16 Yrs Experience
Milton, QLD 4064

I look to optimise the quality of life for my clients by providing them with clear and considered investment advice and strategy.

I specialise in providing financial planning and investment advice to my clients with a focus on retirement planning, wealth accumulation, superannuation, centrelink and direct shares.

Away from work, I look forward to spending time with my wife and young daughter, try and get to the gym regularly and am a passionate supporter of the Hawthorn Football Club. My other passion is for golf, currently play off a handicap of 3 and I am the current treasurer of Virginia Golf Club in Brisbane.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

The fees charged for our advice may be based on a combination of a set dollar amount or a percentage of the funds that you invest.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 10
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Morgans Financial Ltd

Level 4, 40 McDougall St
Milton, QLD 4064

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Morgans Financial Ltd

AFSL 235410