Matthew Read
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Matthew Read is an ASIC-registered financial adviser based in Norwest, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce from Western Sydney University (1997) and a Diploma of Financial Planning from the Financial Planning Association of Australia (2001), Matthew has built a solid foundation of knowledge and expertise. Further demonstrating his commitment to excellence, he obtained his CFP Certified Financial Planner designation in 2002 and successfully completed the FASEA Financial Adviser Exam in 2020. He stays current with the highest ethical standards, completing Ethics and Professionalism in Financial Advice training in 2020. As a proud member of the Financial Advice Association of Australia (FAAA), Matthew provides comprehensive financial advice across a range of areas, including superannuation, insurance, wealth management, and retirement planning. He is authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Matthew can assist you with: • Superannuation advice to help you grow your retirement savings. • Insurance solutions to protect you and your family from unexpected events. • Wealth management strategies to build and preserve your assets. • Retirement planning to ensure a comfortable and secure future. Ready to take control of your financial future? Contact Matthew today for a consultation and discover how his expertise can benefit you.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What services does Matthew Read offer?
Matthew Read provides a comprehensive suite of financial advisory services, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He is authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.
What qualifications does Matthew Read have?
Matthew holds a Bachelor of Commerce, a Diploma of Financial Planning, and the CFP Certified Financial Planner designation. He has also completed the FASEA Financial Adviser Exam and ongoing ethics training, ensuring he provides up-to-date and ethical advice.
How does Matthew Read work with clients?
Matthew works closely with each client to understand their individual circumstances, goals, and risk tolerance. He then develops a personalised financial plan that is tailored to their specific needs. He believes in building long-term relationships based on trust and open communication.
What can I expect during my first meeting with Matthew?
During your first meeting, Matthew will take the time to get to know you and your financial situation. He will ask questions about your goals, priorities, and concerns. This initial consultation is an opportunity for you to learn more about his services and how he can help you achieve your financial aspirations.
Why should I choose Matthew Read as my financial advisor?
Matthew Read is a highly qualified and experienced financial adviser with a proven track record of helping clients achieve their financial goals. He is committed to providing personalised, ethical, and professional advice. His membership with the FAAA ensures he adheres to the highest standards of the industry.
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.