Matthew McNamara
Financial Adviser
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About
Matthew Mcnamara is an ASIC-registered financial adviser dedicated to helping clients in Deakin, ACT, and across Australia achieve their financial goals. With a Bachelor of Commerce from the Australian National University (2003) and a Diploma of Financial Planning from Kaplan Professional (2012), Matthew combines a strong academic foundation with practical industry knowledge. He has also completed Ethics and Professional Relationships training through QUT (2020) and passed the FASEA (Financial Adviser) Exam (2021), demonstrating his commitment to upholding the highest ethical and professional standards. Matthew is authorized to provide advice on a comprehensive range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. This allows him to create tailored financial strategies designed to meet your specific needs and circumstances. • Superannuation advice, including contribution strategies and pension planning • Wealth management, encompassing investment portfolio construction and management • Securities and derivatives trading advice • Guidance on government debt securities • Retirement planning to ensure a comfortable and secure future Ready to take control of your financial future? Contact Matthew today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What services does Matthew Mcnamara provide as a financial advisor?
Matthew offers advice on superannuation, wealth management, securities, derivatives, and government debt securities. He specialises in creating personalized financial strategies tailored to your specific goals.
What qualifications does Matthew Mcnamara have?
Matthew holds a Bachelor of Commerce from the Australian National University, a Diploma of Financial Planning from Kaplan Professional, and has completed Ethics and Professional Relationships training through QUT. He has also passed the FASEA exam.
What can I expect during my first consultation with a financial advisor?
During your initial consultation, Matthew will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a potential strategy to help you achieve your objectives.
How does Matthew Mcnamara stay updated with the latest financial regulations?
Matthew is committed to ongoing professional development and regularly attends industry events and completes training to stay abreast of the latest financial regulations and market trends.
How does Matthew charge for his financial advice services?
Matthew's fees are transparent and will be discussed upfront. The charging structure will depend on the complexity of the advice and the services provided, and he will ensure you understand the costs involved before proceeding.
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