Matthew Clarke

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Authorised Representative: 000259322

Stockbroker

"I consider your needs as a whole and aim to provide comprehensive advice across all areas of financial planning and investments."

Services and specialities

  • Options and Warrants
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Matthew gives comprehensive financial advice for individuals and self managed super funds seeking long-term growth and tax-effective income. He has a particular interest in forming strategies for investment, superannuation and retirement.

Industry Education & Experience

Qualifications
  • Bachelor of Commerce, University of Queensland, 2002
  • Ethics and Professional Relationships, QUT, 2020
  • Graduate Diploma of Applied Finance and Investment, Securities Institute Australia, 2004
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am a Director of New Quattro Pty Ltd which operates the business of Morgans Financial Limited - Newstead. New Quattro Pty Ltd remunerates me as a director by way of salary. As a Shareholder of New Quattro Pty Ltd, I will be entitled to a share of profits.