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Curt Mathews
MAppFin GradDipAppFn DipFp MSIAA
Senior Private Client Adviser/Partner of Milton Office
I look to optimise the quality of life for my clients by providing them with clear and considered investment advice and strategy.
Commencing his banking and financial services career in Tasmania, Curt has also worked in Canberra and Brisbane as well as the UK before returning to Brisbane. Curt has been advising clients since 2007 and specialises in strategic and investment advice with a particular focus on insurance, retirement planning, wealth accumulation and superannuation (including SMSF's and Centrelink advice).
Investment Style
Curt will work closely with clients to identify their financial goals and needs, and construct an investment strategy in line with an agreed investment risk profile to assist in achieving their financial objectives. A tailored portfolio comprising direct shares and/or managed funds may be recommended to ensure asset allocation and performance objectives are met.
Services and Specialties
Financial Planning
Self-Managed Super Funds
Retirement and Estate Planning
Wealth Management
Portfolio Administration
Margin Lending and Gearing Strategies
Stockbroking
Personal Insurance
Qualifications and Professional Affiliations
Diploma of Financial Services (Financial Planning)
Master of Applied Finance
Graduate Diploma of Applied Finance
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
ASIC Financial Advisers Register
Financial Planning
FASEA Financial Adviser Exam
Superannuation
Generic
Life Insurance
Managed Investments
Tax (financial) Adviser
Direct International Equities Trading Adviser
Margin Lending
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of percentage of fees. As a Partner of Forefront Financial Services, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
Curt Mathews
MAppFin GradDipAppFn DipFP MSIAA
Senior Private Client Adviser | Partner of Milton Office
Authorised Representative: 442359
Level 4 / 40 McDougall St [PO Box 1127], MILTON QLD 4064
Email: [email protected]
Direct: 07 3114 8615 | Mobile: 0409 493 585 | Fax: 07 2104 1367 |
www.morgans.com.au/milton
morgans.com.au | Facebook | Twitter | LinkedIn
Morgans Financial Limited | ABN 49 010 669 726 | AFSL 235410
The contents of this communication are general in nature, and have not been assessed for the appropriateness to your financial objectives and circumstances. You should not act on this advice before first discussing it with me. My opinions and recommendations may be different to that of Morgans.
