Matt Skowronski

Cooper Reeves Pty Ltd

Silver
7 Yrs Experience
Salisbury, QLD 4107
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Cooper Reeves Pty Ltd

Level 1, 172 Evans Road
Salisbury, QLD 4107

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232

5.00
1 Review
5
4
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2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"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!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2020

Certificate 4

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2012

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2019

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2019

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Professional Memberships

SMSF Association (SMSF)

Membership type
Member
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