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Matthew Clarke

Matthew Clarke

Authorised representative number: 000259322

Stockbroker

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

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.

Services and Specialties

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

Qualifications and Professional Affiliations

Bachelor of Commerce
Ethics and Professional Relationships
Graduate Diploma of Applied Finance and Investment

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Securities
Managed Investments
Generic
Margin Lending
Financial Planning
Superannuation
Derivatives Level 1
I am employed by New Quattro Pty Ltd T/A which operates the business of Morgans Financial Limited - Newstead. As a shareholder of New Quattro Pty Ltd T/A, I may be entitled to a share of profits. As a Director of New Quattro Pty Ltd T/A, I will be entitled to a share of profits.