Matt Johnson

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DipFP CDec

Authorised Representative: 001242554

Branch Manager

"I enjoy working closely with my clients to put in place a personal, comprehensive financial plan to assist their many financial goals and build strong long-term relationships."

Matt has been in the financial services industry since 1986 and an Adviser since 2001. He enjoys working with a wide range of professionals and helping them construct financial strategies to help them achieve their financial goals.

Services and specialities

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

Investment Style

Helping professionals to implement a comprehensive strategy which encompasses their whole family. Matt has a particular interest in SMSF Investment Structures and educating his clients in all aspects of financial planning.

Industry Education & Experience

Qualifications
  • Diploma of Financial Planning, Deakin University, 2005
  • ASX/ACH Responsible Executive Exam, SAFAA, 2017
  • Ethics and Professional Relationships, QUT, 2020
Professional Associations
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am a partner of JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me as your adviser by way of salary. As a Partner of JSM Investments (Aust) Pty Ltd, I will be entitled to a share of profits.