With over 15 years’ experience in the financial planning industry, in such roles as providing personal financial advice, compliance and paraplanning, I’ve seen first-hand what a quantum leap people can take toward their personal and financial goals with the right financial advice and support. As a Financial Adviser at iPFS, it’s immensely satisfying to be a driving force in the team that can lead to those outcomes for our new and existing clients in the most proactive and productive way possible.
I specialise in providing supported solutions pertaining to creating wealth, protecting wealth, pre-retirement and post-retirement. I also specialise in providing financial advice if you or a loved one are entering an Aged Care facility and need help providing the optimal financial outcomes in this regard.
I have completed my Bachelor of Business (Financial Planning), and recently completed a Masters of Financial Planning.
Matt and his team are very knowledgable, experienced, reliable and approachable. Personal financial strategies and tactics are explained in simple terms, which is what I needed. Prior to engaging with Matt, I've always thought this was one area (advance personal finance and investment) I could stay on top off easily. Truth is I never found the time to do it properly. Matt formulated a custom plan, explained and rolled it out in a matter of days!
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2015
- Years of experience 8
- Master of Financial Planning
Cbus SuperLevel 3A, 300 Adelaide St
Brisbane City, QLD 4000
- 9:00am – 5:00pm Monday – Friday
United Super Pty Ltd