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Matt Reid
BA(Hons) LLB(Hons) GDipAppFin FFIN DipFinPlan CFP®
Senior Wealth Adviser - Branch Manager
I provide clients with integrated financial planning and investment advice to help them successfully manage their wealth and financial affairs to better meet their changing financial needs and lifestyle goals during the different stages of their life.
Matt has been working in financial services since 1998, before which time he was a solicitor. He previously worked as an adviser at UBS, Commonwealth Private Bank and Macquarie before joining Morgans. He focuses on developing close, ongoing relationships with clients. Matt has particular expertise in superannuation and portfolio management for SMSFs.
Investment Style
Matt provides clients with an integrated and holistic wealth management service incorporating advice about the most appropriate structures and strategies for them. Matt develops tailored investment portfolios based on clients’ particular risk/return profiles across the major asset classes using direct securities and wholesale managed funds.
Services and Specialties
Wealth Management
Superannuation Advice
Retirement and Estate Planning
Financial Planning
Stockbroking
Self-Managed Super Funds
Qualifications and Professional Affiliations
Bachelor of Arts (with honours)
Graduate Diploma in Applied Finance and Investment
Bachelor of Laws (with honours)
CERTIFIED FINANCIAL PLANNER®
Ethics and Professional Relationships
Diploma of Financial Planning
Associations
Fellow of Financial Services Institute of Australia
Certified Financial Planner (CFP)
Competencies
Securities
Generic
Margin Lending
Managed Investments
Superannuation
Financial Planning
I am employed by Wealth Boulevard Pty Ltd which operates the business of Morgans Financial Limited - Southbank. My employer remunerates me by way of salary. As a shareholder of Wealth Boulevard Pty Ltd, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance. As a Director of Wealth Boulevard Pty Ltd, I will be entitled to a share of profits.
