WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
MG

Mathew Gale

Financial Adviser

GJ Private Wealth Pty Ltd
Sutherland, NSW 2232

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

Mathew Gale is an ASIC-registered financial adviser based in Sutherland, NSW, dedicated to helping clients achieve their financial goals through tailored and comprehensive advice. With over two decades of experience in the financial services industry, Mathew holds a Master of Financial Planning from Kaplan Professional (2024) and a Graduate Diploma of Financial Planning (2021). He also completed a Diploma of Financial Planning with the Financial Planning Association of Australia (FPA) in 2000 and obtained SMSF Accreditation from Tribeca Learning in 2005. Mathew continually updates his knowledge with courses like FPC001B Economic & Legal Context for Financial Planning, FPC002B Ethics and Professionalism in Financial Advice, and FPC007B Client Engagement Skills. As a member of the Financial Advice Association of Australia (FAAA), Mathew adheres to the highest ethical standards and provides advice across a broad spectrum of financial products, including superannuation, insurance, wealth management, and retirement planning. He is authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services provided include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Mathew is committed to building long-term relationships with his clients, providing them with the knowledge and support they need to make informed financial decisions. Contact Mathew today to arrange a consultation and take control of your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Retirement planning strategies Superannuation optimisation Wealth accumulation Risk management and insurance Investment portfolio construction

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000558581

Verify on ASIC Register

Authorised Representative Number

000248092

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Mathew Gale offer?

Mathew Gale provides comprehensive financial advice covering superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.

What qualifications does Mathew Gale have?

Mathew Gale holds a Master of Financial Planning from Kaplan Professional (2024), a Graduate Diploma of Financial Planning (2021), a Diploma of Financial Planning from the FPA (2000), and SMSF Accreditation from Tribeca Learning (2005). He also has completed courses in ethics, legal context, and client engagement.

What is Mathew Gale's approach to financial planning?

Mathew Gale focuses on building long-term relationships with clients, providing tailored advice and ongoing support to help them achieve their financial goals. He emphasizes clear communication and informed decision-making.

How can I book a consultation with Mathew Gale?

You can contact Mathew Gale directly to schedule a consultation. He will discuss your financial situation, goals, and how he can assist you in achieving them.

What should I expect during my first meeting with Mathew Gale?

During your initial consultation with Mathew Gale, you can expect to discuss your financial goals, current situation, and any concerns you may have. He will explain his services and how he can help you create a personalized financial plan.

Get in Touch

Contact Mathew 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.