Matthew Rea

Tribeca Financial

Silver
4 Yrs Experience
Hawthorn, VIC 3122

Holistic financial planner, who recently moved from South-West Victoria to Melbourne. I have expertise in giving unbiased advice across a wide range of advice topics. I help my clients realise a high level of financial well-being by maximising the relationship between their money and their happiness.

I do not accept % based fees or investments commissions, to ensure that my pay does not conflict with my clients' best interests. This means that my clients can rest assured knowing that my advice is constructed to benefit them solely.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Tribeca Financial

Level 1, 110 Church St
Hawthorn, VIC 3122

Opening hours

  • 8:30am – 6:00pm Monday – Tuesday, Thursday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

My Dedicated Advisory Pty Ltd

AFSL 485683