Matthew Rea

Tribeca Financial

Gold
6 Yrs Experience
Hawthorn, VIC 3122

Matthew Rea is a senior financial advisor based in Melbourne, Australia, focusing on holistic financial planning. With his unbiased advice and expertise in a wide range of financial topics, he can help you achieve financial security and well-being. Matthew holds the 'Certified Financial Planner' designation (the highest recognised financial planning education in Australia), as well as a Bachelor of Commerce (majoring in Financial Planning and Finance).

What sets Matthew apart is his commitment to his clients. You can trust that he will construct his advice solely to benefit you. He doesn't accept percentage-based fees or investment commissions, which ensures that his advice is always in your best interest.

If you need help planning for retirement, making a cash flow plan, or investing to grow for the future, Matthew has the knowledge and experience to guide you toward your financial goals. He has a friendly and approachable demeanor and believes that intent listening and empathy are the two greatest skills an advisor can have.

Matthew's contributions to the 'Ask an Advisor' community:

  • https://www.adviserratings.com.au/news/ask-an-adviser-whats-in-store-for-the-economy-with-the-high-inflation-rates/
  • https://www.adviserratings.com.au/news/ask-an-adviser-what-is-the-maximum-non-concessional-contribution-i-can-make-to-my-super/
  • https://www.adviserratings.com.au/news/ask-an-adviser-how-do-i-ensure-my-super-beneficiaries-will-receive-payment-2/

Book a time to talk to Matthew directly:

https://discover.tribecafinancial.com.au/meetings/matthew-rea

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 17
  • First year providing advice 2018
  • Years of experience 6
  • 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