Curt Mathews

Morgans Financial Ltd

Platinum
14 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 4.90
  • Number of reviews 10
  • First year providing advice 2008
  • Years of experience 14
  • 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

4.90
10 Reviews
5
4
3
2
1
4.85
Clear communication
4.95
Knowledge & expertise
4.90
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"We found Curt to be friendly, courteous and sociable. He understood our needs and requests, and was prepared to liase directly with Centrelink, our super fund and our Accountant to fully understand our situation. We will be delighted to continue our relationship with Curt and also recommend him to family and friends."

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

"Curt has been very interested, informative and proactive in attending to our present financial needs Ray and Barbara 4037"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I find Curt to be easy to understand and helpful in suggesting what might be done to better manage our portfolio, when we should be taking profits, and when we should hold on to consolidate. I enjoy our periodic potfolio reviews"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with Curts recommendations and actions"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Curt has been thorough in reviewing my current position, creating strategies on how I can grow my portfolio, invest for the future and plan for my retirement"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Curt is knowledgeable, informative and very good with his research."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Curt was our previous financial adviser, he left that company but I tracked him down, I'm extremely confident that his advice is in my best interest."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Top person to deal with and very knowledgeable"

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

"Feel very comfortable with Curt Very easy to understand and relate with Curt Excellent customer service"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Queensland University of Technology (QUT)
Completed
2020

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2009

Graduate Diploma of Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2009

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2006

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Stockbrokers and Financial Advisers Association (SAFAA)

Membership type
Member
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