"My holistic financial planning experience and outlook allows me to assist clients facing difficult and complicated financial questions. I create the necessary plans and strategies to improve their outcomes, find clarity, and to live the lifestyles they desire."
Matthew is an experienced Financial Planner, with over 15 years experience in banking and financial advice. Matthew specialises in SMSF and superannuation, retirement income streams and Centrelink strategies, as well as wealth management and investment strategies. Matthew is the Branch Manager of the Morgans Cairns Branch.
Services and specialities
- Financial Planning
- Retirement and Estate Planning
- Self-Managed Super Funds
- Wealth Management
- Superannuation Advice
- Margin Lending and Gearing Strategies
Investment Style
As a Financial Planner, Matthew focuses on strategies to optimise tax outcomes, manage volatility and protect wealth to ensure clients meet their financial goals now and into the future. Selected asset allocation and investment portfolios are customised and based on the desired outcomes and tolerances of each individual.
Industry Education & Experience
Qualifications
- Bachelor of Business, Swinburne University of Technology, 2012
- Advanced Diploma of Financial Services (Financial Planning), Kaplan, 2012
- Ethics and Professional Relationships, QUT, 2020
- Accredited Aged Care Professional™, Aged Care Steps, 2021
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Coorai Pty Ltd which operates the business of Morgans Financial Limited - Cairns. My employer remunerates me by way of salary. As a shareholder of Coorai Pty Ltd, I may be entitled to a share of profits. As a Director of of Coorai Pty Ltd, I will be entitled to a share of profits.