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Matt Johnson
DipFP CDec
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.
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.
Services and Specialties
Superannuation Advice
Self-Managed Super Funds
Investment Advice
Personal Insurance
Financial Planning
Retirement and Estate Planning
Stockbroking
Qualifications and Professional Affiliations
ASX/ACH Responsible Executive Exam
Diploma of Financial Planning
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Managed Investments
Financial Planning
ASIC Financial Advisers Register
FASEA Financial Adviser Exam
Superannuation
Securities
Tax (financial) Adviser
Margin Lending
Life Insurance
Generic
Direct International Equities Trading Adviser
I am a partner of JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of salary. As a Partner of JSM Investments (Aust) Pty Ltd, I will be entitled to a share of profits.
