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Matt Reid
Senior Financial Planner / Partner
Morgans Canberra’s Financial Planning Team believes in a holistic approach. With your goals in mind, we guide you through long- term wealth creation, retirement planning, risk management and estate planning.
Matt is the Branch Manager of Morgans Canberra and leads the Financial Planning Team. Matt has been employed in the finance industry since March 2000 and has been with Morgans Canberra since 2002.
Investment Style
Matt's key areas of expertise are superannuation (SMSF, retirement, taxation planning) and the appropriate structures required to help clients create and maintain wealth. Matt provides detailed financial strategies which consider structure, investment vehicles, super and tax legislation. He works with clients to assist them in meeting their financial and lifestyle objectives while maintaining an appropriate risk tolerance.
Services and Specialties
Portfolio Administration
Wealth Management
Superannuation Advice
Retirement and Estate Planning
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Qualifications and Professional Affiliations
Bachelor of Physical Education (Sports Science)
Graduate Diploma of Financial Services
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Associate Member of the SMSF Association
Competencies
Superannuation
Generic
Managed Investments
Margin Lending
Financial Planning
I am a partner of Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. As a Partner of Morgans Canberra Partnership, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
