Matt Neill

Whitsunday Wealth

Platinum
12 Yrs Experience
Mackay, QLD 4740
At MLC Advice Mackay we believe in the impact of quality financial advice and love talking to people about what's important to them. We utilise our skills and professional judgement, whilst leveraging the support of our licensee, to provide quality and affordable financial solutions for our clients.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 6
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Whitsunday Wealth

172 Victoria St
Mackay, QLD 4740

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.80
6 Reviews
5
4
3
2
1
4.80
Clear communication
4.60
Knowledge & expertise
4.80
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Matt’s financial knowledge and expertise has given me great confidence for the future knowing I will be in a place I can look forward to retirement. He has also given me confidence in everyday life that although hopefully unlikely, if life happens and my income or health is placed at risk I have all the protection I need to continue on as normal financially. Kind regards Benjamin Keogh"

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

"We are both extremely happy with Matt, the way he manages our super, the advice he shares and above all, his explanations are easily understood. He and his team are professional, friendly and always welcoming and giving of their time. We would recommend Matt to anyone looking for an advisor."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Matt and his team have always responded to our requests for advice in a timely manner and have provided advice that we can understand and relate to, assisting us to make good decisions about our financial security for the present and into the future."

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

"Matt and his team have provided professional service with excellent advice. I would highly recommend Matt to anyone."

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

"I Feel confident my projected retirement outcome is being dealt with in totally my best interests"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Corinne 4740"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2018

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Bachelor of Business

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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