Matthew Pack
Financial Adviser
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About
Matthew Pack is an ASIC-registered financial adviser based in Menai, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over 15 years, Matthew brings a wealth of knowledge and experience to every client interaction. He holds an Advanced Diploma of Financial Services (Financial Planning), is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FAAA), and is an ASX Accredited Listed Products Adviser (ALPA). Matthew also holds a Master of Applied Finance from Charles Sturt University and is a Certified Practising Accountant (CPA) with CPA Australia, demonstrating his commitment to ongoing professional development and a holistic approach to financial well-being. As an authorised financial adviser, Matthew can provide expert advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also well-versed in investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Matthew is passionate about empowering his clients to make informed decisions that align with their unique circumstances and aspirations. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies 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 dreams.
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Frequently Asked Questions
What types of financial advice does Matthew Pack offer?
Matthew Pack provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He can help you create a tailored strategy to achieve your financial goals.
What qualifications does Matthew Pack have?
Matthew holds an Advanced Diploma of Financial Services (Financial Planning), is a Certified Financial Planner (CFP), an ASX Accredited Listed Products Adviser (ALPA), holds a Master of Applied Finance and is a Certified Practising Accountant (CPA).
What is the process for becoming a client of Matthew Pack?
The first step is to schedule an initial consultation to discuss your financial situation, goals, and priorities. From there, Matthew will develop a personalised financial plan tailored to your specific needs. He will then work with you to implement the plan and provide ongoing support and advice.
What can I expect from working with Matthew Pack as my financial adviser?
You can expect personalised attention, expert advice, and a commitment to helping you achieve your financial goals. Matthew will work closely with you to understand your unique circumstances and develop a tailored financial plan that meets your needs. He will also provide ongoing support and guidance to help you stay on track.
Is Matthew Pack affiliated with any professional organisations?
Yes, Matthew is a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA), demonstrating his commitment to maintaining high professional standards.
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