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Matt Tarrant

MPFS Private Wealth

Bronze
3 Yrs Experience
Mornington, VIC 3931

Matt Tarrant - Financial Adviser at MPFS Private Wealth

Matt Tarrant is a Financial Adviser at MPFS Private Wealth and has been an integral part of the team since 2019. Known for his personalised approach, attention to detail, and dedication to long-term client relationships, Matt has spent more than six years helping individuals, families, and business owners across the Mornington Peninsula create and grow their wealth. He works closely with each client to develop tailored financial strategies that align with their specific values and goals.

Matt offers well-rounded expertise across all aspects of financial advice, with a particular focus on retirement planning, superannuation contribution strategies (including SMSFs), family wealth structuring, and wealth creation for small business owners. He takes great pride in helping clients approach retirement with clarity and confidence, so they can fully enjoy the lifestyle they’ve worked hard to achieve. For Matt, the most rewarding part of his role is seeing clients move past financial stress and embrace the freedom to focus on what truly matters.

Matt has undertaken extensive study in the field, and is qualified with a Bachelor of Business (Finance/Economics) and a Master of Financial Planning. He is also a Certified Financial Planner (CFP) and is a qualified Self-Managed Super Fund Specialist Adviser (SSA).

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2022
  • Years of experience 3
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

MPFS Private Wealth

1A Main St
Mornington, VIC 3931

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Mpfs Private Wealth Pty Ltd

AFSL 529999