Matt Downing

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BAppSc GradDipFP CFP®

Authorised Representative: 001001719

Financial Adviser

"“I take a holistic approach to help my clients meet their unique goals and objectives, formulating a personalised plan combining both strategic and investment advice, including higher growth opportunities for sophisticated investors”."

Matt is a CERTIFIED FINANCIAL PLANNER® who started his career in the financial planning industry in 2001, having worked both in Australia and overseas. Matt provides advice to a range of clients including wealth accumulators, pre-retiree, retirees, high-net-worth and not-for-profits in a broad range of strategy and investment issues.

Services and specialities

  • Stockbroking
  • Wealth Management
  • Financial Planning
  • Superannuation Advice
  • Self Managed Super Funds
  • Retirement and Estate Planning
  • Fixed Interest and Cash Management

Investment Style

Matt specialises in providing comprehensive advice to clients in all areas of strategic financial planning and investments, specialising in self managed superannuation funds, tax-effective investment structuring, asset allocation and direct investments including shares, fixed interest and property.

Industry Education & Experience

Qualifications
  • Bachelor of Applied Science, UNISA, 2002
  • Graduate Diploma of Financial Planning, FINSIA, 2004
  • CERTIFIED FINANCIAL PLANNER®, FPA, 2016
  • TASA and the TPB Code of Professional Conduct, Kaplan, 2017
  • Ethics and Professional Relationships, QUT, 2020
Professional Associations
  • CFP® Member of the Financial Planning Association of Australia
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
  • Derivatives Level 1
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.