Matt Carlsen

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AFP® BBus AdvDipFS(FP) JP(Qual)

Authorised Representative: 000469657

Financial Planner and Investment Adviser

"My holistic financial planning experience and viewpoint allows me to assist clients facing the difficult and complicated financial questions. I will help create the necessary plans and strategies to improve their outcomes, find clarity, and to live the lifestyles they desire."

Matthew is an experienced Financial Adviser, with over 10 years experience in banking and financial advice. Matthew specialises in SMSF and superannuation, retirement income streams and Centrelink strategies, as well as life insurance and income protection.

Services and specialities

  • Financial Planning
  • Margin Lending and Gearing Strategies
  • Personal Insurance
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Superannuation Advice

Investment Style

As a Financial Adviser, 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
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Reximus Pty Ltd which operates the business of Morgans Financial Limited - Cairns. My employer remunerates me as your adviser by way of percentage of fees.