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Matthew Carswell

 Matthew Carswell

Share profile:
516 Mulgrave Road Suite 4
Earlville
QLD
4870
AU

Overview CONTACT THE ADVISER

Matthew Carswell Matthew Carswell

total Reviews

4

Experience

9yrs

Status

Silver

Overall Adviser Rating

70

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Altitude Wealth Solutions
Altitude Wealth Solutions

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Westpac/BT
Westpac/BT
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Socially Responsible InvestmentsSocially Responsible Investments
Eco Friendly InvestmentsEco Friendly Investments
My fees

Initial appointment is complimentary, fees apply if you wish to proceed further. Fees are based on work involved in providing and implementing my recommendations.

Latest Customer Reviews (3 of 4 total)See all

"Matt is very reliable and trustworthy. He is prompt to respond to my queries and always willing to help me with financial matters. I recently purchased a new home and it was quite complicated from a financial point of view Matt made the whole process seamless and I wouldn't have been able to do it without his guidance and assistance. I would have no hesitation in recommending Matt to friends and associates. "

Christine, 56-65 16 Aug 2018

"Matthew has always been putting my interest first and honest response to my request and advice how to go about it to get the best for my future with my super and how to best overcome my mortgagee payments to be depth free when i retire, it is best to say that Matt is a very Honest and gives me his best in help with his advice which is appreciated. "

Edward, 65+ 13 Aug 2018

"Matthew is friendly while maintaining a very professional approach. He in knowledgeable and is always willing to source any additional information I require. He is easy to contact which I consider very important and he contact me back in a good time frame. "

Margi , 65+ 11 Aug 2018

History & Qualifications CONTACT THE ADVISER

My qualifications

Self Managed Superannuation Funds (2010)

Awards
  • No award found
Years of experience
  • 9 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 4
516 Mulgrave Road, Earlville
QLD 4870 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 4 Total Reviews
Christine, 56-6516 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matt is very reliable and trustworthy. He is prompt to respond to my queries and always willing to help me with financial matters. I recently purchased a new home and it was quite complicated from a financial point of view Matt made the whole process seamless and I wouldn't have been able to do it without his guidance and assistance. I would have no hesitation in recommending Matt to friends and associates. "

Edward, 65+13 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matthew has always been putting my interest first and honest response to my request and advice how to go about it to get the best for my future with my super and how to best overcome my mortgagee payments to be depth free when i retire, it is best to say that Matt is a very Honest and gives me his best in help with his advice which is appreciated. "

Margi , 65+11 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matthew is friendly while maintaining a very professional approach. He in knowledgeable and is always willing to source any additional information I require. He is easy to contact which I consider very important and he contact me back in a good time frame. "

Jim, 65+13 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matthew has provided us with sound and professional advice heading into our retirement.He is very approachable and easy to talk to and treats us more as friends than clients.Matthew keeps us up to date with fluctuations in the financial markets and advises us accordingly. His recommendations have been easy to understand in our circumstances. We feel confident going forward and happy to recommend Matthew to future clients."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
4
Customers

#2
Preparing For Retirement
STRENGTH
3
Customers

#2
Tax Effective Strategies
STRENGTH
3
Customers

#3
Aged Care
STRENGTH
2
Customers

#3
Centrelink Benefits
STRENGTH
2
Customers

#3
Estate Planning
STRENGTH
2
Customers

#3
Savings Investment
STRENGTH
2
Customers

#3
Self Managed Super Funds
STRENGTH
2
Customers

#3
Socially Responsible Investments
STRENGTH
2
Customers

#4
Eco Friendly Investments
STRENGTH
1
Customers

#4
Insurance Protection
STRENGTH
1
Customers

#4
Loan Products
STRENGTH
1
Customers

#4
Managing Debt
STRENGTH
1
Customers

#4
Margin Lending Geared Investments
STRENGTH
1
Customers

x

Overall rating

70%

Matthew Carswell

Company: Altitude Wealth Solutions

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Matthew Carswell is a member of and in what capacity, the licensee or company of Matthew Carswell and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Matthew Carswell (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%