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Matt Reid CBR

Financial Adviser

Morgans Financial Limited - Canberra Branch
Deakin, ACT 2600

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About

Matthew Reid is an ASIC-registered financial adviser based in Deakin, ACT, dedicated to providing tailored financial solutions to his clients. With a Graduate Diploma in Financial Services from the Investment Training College (1999) and having successfully completed the FASEA (Financial Adviser) Exam in 2021, Matthew possesses a strong foundation of knowledge and ethical practice. He is also a proud member of the Stockbrokers and Investment Advisers Association (SIAA). Matthew is authorized to provide advice on a range of financial products, including superannuation and Government Debt Securities. He is committed to helping you achieve your financial goals through sound, strategic advice. Whether you're planning for retirement, looking to grow your superannuation, or interested in investing in government bonds, Matthew can provide expert guidance. • Superannuation advice • Retirement planning • Government Debt Securities investment • Wealth accumulation strategies • Personalised financial planning Take the first step towards a secure financial future. Contact Matthew Reid today to discuss your financial needs and discover how he can help you achieve your objectives.

Specialisations

Areas of Expertise

Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Personalised financial planning

Client Types

Personal Investors

Services

Superannuation Advice Retirement Planning Wealth Management
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000259324

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Matthew Reid offer?

Matthew Reid specialises in superannuation advice and guidance on investing in Government Debt Securities. He can help you navigate these areas to achieve your financial goals.

What qualifications does Matthew Reid hold?

Matthew Reid holds a Graduate Diploma in Financial Services from the Investment Training College (1999) and has passed the FASEA (Financial Adviser) Exam (2021). He is also a member of the Stockbrokers and Investment Advisers Association (SIAA).

How can Matthew Reid help me with my superannuation?

Matthew can provide tailored advice on your superannuation options, helping you to optimise your contributions, choose the right investment strategy, and plan for a comfortable retirement.

What is the process of working with Matthew Reid?

The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Matthew will then develop a personalised financial plan tailored to your specific needs. He will regularly review and adjust the plan as your circumstances change.

What should I expect during my first meeting with Matthew Reid?

During your first meeting, Matthew will focus on getting to know you and your financial aspirations. He will ask questions about your income, expenses, assets, liabilities, and your short-term and long-term goals. This information will help him develop a clear picture of your current financial situation and how he can best assist you.

Get in Touch

Contact Matt directly for personalised advice.

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