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Matthew Seamons

Financial Adviser

KIS Planning Pty Ltd
Bella Vista, NSW 2153

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About

Matthew Seamons is an ASIC-registered financial adviser based in Bella Vista, NSW. With a Bachelor of Business from the University of Technology Sydney (1996) and a Diploma of Financial Planning from the Financial Planning Association of Australia (1999), Matthew brings a wealth of knowledge and experience to his clients. Authorised to provide advice on a broad range of financial products, Matthew specialises in helping individuals and families achieve their financial goals through tailored strategies. He provides advice on superannuation, insurance, wealth management, and retirement planning, as well as Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Matthew is committed to building long-term relationships with his clients, providing ongoing support and guidance as their needs evolve. He takes a holistic approach to financial planning, considering all aspects of his clients' financial lives to develop comprehensive solutions. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Matthew today for a consultation.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000232706

Verify on ASIC Register

Authorised Representative Number

000248801

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Matthew Seamons offer?

Matthew Seamons provides advice on a wide range of financial products and strategies, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.

What are Matthew Seamons's qualifications?

Matthew holds a Bachelor of Business from the University of Technology Sydney and a Diploma of Financial Planning from the Financial Planning Association of Australia.

What can I expect during my first meeting with Matthew Seamons?

During your initial consultation, Matthew will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a personalised financial plan to help you achieve your objectives.

How does Matthew Seamons stay up-to-date with the latest financial regulations and market trends?

Matthew is committed to ongoing professional development and regularly attends industry conferences and training sessions to ensure he remains at the forefront of financial planning.

What is the process for becoming a client of Matthew Seamons?

The first step is to schedule an initial consultation. Following this, Matthew will assess your needs and create a strategy. If you are happy to proceed, you will then complete the necessary paperwork to begin implementing your financial plan.

Get in Touch

Contact Matthew directly for personalised advice.

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