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Matthew Green

Financial Adviser

Doran Financial Services Greensharks Pty Ltd
Miranda, NSW 2228

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About

Matthew Green is an ASIC-registered financial adviser dedicated to helping clients in Miranda, NSW, and beyond achieve their financial goals. With a strong foundation built upon an Advanced Diploma of Financial Planning from Mentor Education (2015) and further enhanced by a Graduate Diploma of Financial Planning from Kaplan Professional (2024), Matthew possesses the knowledge and expertise to provide tailored financial advice. As a member of the Financial Advice Association of Australia (FAAA), Matthew adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, ensuring that clients receive well-rounded guidance to suit their individual needs. Matthew can assist with superannuation advice, insurance solutions, and retirement planning, alongside expertise in Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice to grow your wealth for retirement • Comprehensive insurance solutions to protect what matters most • Retirement planning strategies for a comfortable future • Investment Life Insurance advice • Life Risk Insurance advice • Retirement Savings Account (RSA) advice • Advice on Government Debt Securities 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.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Insurance solutions Investment life insurance Life risk insurance Retirement savings accounts

Client Types

Personal Investors

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000411227

Verify on ASIC Register

Authorised Representative Number

000277974

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Matthew Green offer?

Matthew Green specialises in superannuation advice, insurance solutions, and retirement planning. He's also an expert in Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities.

What qualifications does Matthew Green hold?

Matthew Green holds an Advanced Diploma of Financial Planning from Mentor Education (2015) and a Graduate Diploma of Financial Planning from Kaplan Professional (2024).

What can I expect during my first meeting with Matthew?

During your first meeting, Matthew will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with a clear explanation of how he can help you achieve your objectives.

Is Matthew Green a member of any professional organisations?

Yes, Matthew is a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest standards of professionalism and ethics in the financial advice industry.

How can Matthew help me plan for retirement?

Matthew can help you develop a comprehensive retirement plan that considers your current savings, projected income, and desired lifestyle. He will provide tailored advice on superannuation strategies, investment options, and strategies to maximise your retirement income.

Get in Touch

Contact Matthew directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.