Matthew Choat
Financial Adviser
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About
Matthew Choat is an ASIC-registered financial adviser based in Nelson Bay, NSW, dedicated to providing clear and practical financial advice to help you achieve your goals. Matthew holds a Bachelor of Social Science from the University of Newcastle (2012) and a Graduate Diploma of Financial Planning from Kaplan Higher Education (2022). These qualifications underpin his commitment to delivering informed and ethical advice. As an authorised financial adviser, Matthew is able to provide general financial advice tailored to your individual circumstances. He focuses on empowering clients to make confident financial decisions through education and a collaborative approach. Key services include: • Financial planning • Retirement planning • Superannuation advice • Wealth management • Insurance advice Whether you're planning for retirement, growing your wealth, or need guidance on superannuation, Matthew can help you navigate the complexities of the financial landscape. 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 type of financial advice does Matthew Choat offer?
Matthew Choat is authorised to provide general financial advice, covering areas such as retirement planning, superannuation, wealth management, and insurance.
What qualifications does Matthew Choat have?
Matthew Choat holds a Bachelor of Social Science from the University of Newcastle and a Graduate Diploma of Financial Planning from Kaplan Higher Education.
How does the financial planning process work with Matthew Choat?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Matthew will then develop a tailored financial plan, present it to you, and work with you to implement and monitor the plan over time.
What can I expect from working with a financial advisor like Matthew Choat?
You can expect a professional and collaborative relationship focused on helping you achieve your financial goals. Matthew will provide clear, easy-to-understand advice and ongoing support to help you stay on track.
Does Matthew Choat provide advice on superannuation?
Yes, Matthew Choat can provide advice on all aspects of superannuation, including contributions, investment options, and retirement income strategies.
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