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Matthew Woolford

 Matthew Woolford

Share profile:
606 Saint Kilda Road Level 6
Melbourne
VIC
3004
AU

Overview CONTACT THE ADVISER

Matthew Woolford Matthew Woolford

total Reviews

25

Experience

10yrs

Status

Platinum

Overall Adviser Rating

100

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Matthew completed a Bachelor of Business (Accounting) in 2007 at Victoria University where he graduated majoring in financial planning, finance and accounting. 

Matthew commenced his career at a small boutique firm in Ringwood where he found a passion for helping people in all aspects of their financial situation. While there he commenced his study in becoming a Certified Financial Planner.

After taking a year off to travel abroad, Matthew is now creating a rewarding career in Financial Planning working with families and small business owners in helping them create their ideal lives, having the right balance of leading a fulfilling life and working to secure their financial future.

In addition to his years of experience, Matthew has also completed specialist studies in Self Managed Super Funds and Aged Care Financial Advice.

Company:

Tribeca Financial
Tribeca Financial

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:

My Dedicated Advisory Pty Ltd
My Dedicated Advisory Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Small Business AdviceSmall Business Advice
My fees
  • Free Initial Consultation
  • Personal Advice starting from $2,200
  • Ongoing Advice starting from $4,400

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 25 total)See all

"Mathew is amazing we found him to be very professional and knowledgeable and acts very promptly to the task. Also very patient and caring. I already have been passing on his name to anyone who needs an advisor with such knowledge in his field. He has helped us immensely. Thank you Matthew."

Josette, 56-65 11 Jul 2018

"Matt has looked after our superannuation for a long time and we are very happy and grateful for his advice and the way he explains it to us in a way that we can understand. "

Jean, 65+ 10 Jul 2018

"Matthew helped my family immensely at a very difficult time. Our mother was transitioning to a Residential Facility which was very stressful and the financial situation very confusing for us. Matthew outlined scenarios and helped us clearly understand our options. We are very grateful for the sensitive and professional service received. We plan to return for retirement/financial advice. "

Donna, 46-55 10 Jul 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • Finalist - FPA Paraplanner of the Year Award (2011)
Years of experience
  • 10 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 6
606 Saint Kilda Road, Melbourne
VIC 3004 Australia

Office hours

Monday:   8AM to 5PM
Tuesday:   8AM to 5PM
Wednesday:   8AM to 5PM
Thursday:   8AM to 5PM
Friday:   8AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 4% Negative Reviews
  • 96% Positive Reviews
  • 96% Average Reviews
  • 25 Total Reviews
Josette, 56-6511 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mathew is amazing we found him to be very professional and knowledgeable and acts very promptly to the task. Also very patient and caring. I already have been passing on his name to anyone who needs an advisor with such knowledge in his field. He has helped us immensely. Thank you Matthew."

Jean, 65+10 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matt has looked after our superannuation for a long time and we are very happy and grateful for his advice and the way he explains it to us in a way that we can understand. "

Donna, 46-5510 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matthew helped my family immensely at a very difficult time. Our mother was transitioning to a Residential Facility which was very stressful and the financial situation very confusing for us. Matthew outlined scenarios and helped us clearly understand our options. We are very grateful for the sensitive and professional service received. We plan to return for retirement/financial advice. "

Bradley, 35-4530 Jun 2018
Expand
Overall customer rating
81%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Matthew is a very good communicator and segments elements of our financial plan into a logical formulation that makes each individual element easy to follow. Matthew is very personable and takes a keen interest in both what my wife and I are about which I think helps him better understand what we require as part of our financial plan."

PETER, 56-6529 Jun 2018
Expand
Overall customer rating
50%
- Communication
50%
- Knowledge & Expertise
50%
- Customer Care
50%
- Recommendation
50%

"Quite satisfield overall."

Lynn , 56-6514 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matthew is a wealth of information re our retirement and all of current needs "

Vicky Anne , 65+29 May 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"The advice and practical help (investments, strategies and ascertaining solutions for my stage of life) have been appropriate, beneficial and well explained to me over the course of time that I have known Matthew. I trust his judgement and expertise so highly that I have introduced him to my adult children, where he has been of great benefit to them, their business dealings and their financial strategies, as he is in terms of their domestic situations."

Jane, 56-6508 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matthew and his team have supported me as I navigated a new finance and investment strategy. Matthew and his team advised me step by step, and sometimes it was necessary to backtrack and explain the strategy again and revisit the initial strategy before we reach a satisfactory resolution. "

Toni, 56-6509 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mathew was great, happy to answer as many questions as I needed to ask for me to feel comfortable with the proposed investment strategy. I certainly appreciated Mathews no pressure approach, as it gave me the time to understand everything I needed to feel comfortable with my decision to proceed with him as my financial adviser."

Robert, 35-4505 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matthew spent a lot of time with me to get the settings of my insurance just right for my situation. He came to the office to talk me through all the options, and was always available to answer any questions. Thanks Matt!"

Caroline, 35-4521 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matthew and his team have been a fantastic support in organising our families finances."

Joe, 56-6502 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Both my wife and l are extremely happy with the service which Matthew provides us in managing our self managed super fund. We find Matthew's communication skill easy to understand when explaining different options/paths which can to taken to attain the best possible returns long term. Joe & Theresa 3059"

Barbara, 65+24 Oct 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Matthew is very helpful and understanding. His integrity,patience, and understanding is to be commended and as an elderly client, I have complete faith in his decisions and guidance handling my financial interests."

Chris, 46-5523 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matthew has been looking after us now for a couple of years since coming across from CAG financial services and he has been fantastic. totally engaged in what we are about and we have referred him to family and friends and they also have been very impressed with his cander, directness and advice. We won't be changing advisors any time soon"

Phillip , 65+27 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We find Matthew easy to talk to and he explains to us in simple terms "

Katrina, Under 3512 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very approachable "

Rachael, Under 3506 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Friendly and approachable"

Amy, Under 3511 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Matthew was extremely knowledgable, helpful and patient when it came to answering all my questions and ensuring I have a good understanding of everything we were discussing and planning- I couldn't recommend him highly enough."

Paul, 65+07 Mar 2017
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have found Mathew to be polite he also treats us not just as a number and researches what finical adjustments if needed to our funds are best suited for them to preform better and explains them in detail to us "

James, 35-4508 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"The peace of mind provided by my experience with Matthew and Tribeca Financial was invaluable. I went from having a vague awareness of my financial situation, and battling constant debt that was going nowhere, to very swiftly being in control, having a clear plan and strategy, and feeling a lot more positive about what I could afford, and thus what I could achieve. One of the best decisions I could have made. Highly recommended. "

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Vouch for & Skills Ranking CONTACT THE ADVISER

4

Number of advisers who vouch for the integrity of this adviser

4

MY DEDICATED ADVISORY PTY LTD
WESTPAC BANKING CORPORATION

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
14
Customers

#2
Insurance Protection
STRENGTH
12
Customers

#3
Preparing For Retirement
STRENGTH
9
Customers

#4
Savings Investment
STRENGTH
7
Customers

#4
Tax Effective Strategies
STRENGTH
7
Customers

#5
Managing Debt
STRENGTH
6
Customers

x

Overall rating

100%

Matthew Woolford

Company: Tribeca Financial

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Matthew Woolford is a member of and in what capacity, the licensee or company of Matthew Woolford 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 Woolford (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%