Matthew Smith
Financial Adviser
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About
Matthew Smith is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With over two decades of experience in the financial services industry, Matthew combines extensive knowledge with a client-focused approach to deliver tailored financial solutions. Matthew's qualifications include an Associate Diploma of Business from NSW TAFE (1995), a Bachelor of Economics (Social Sciences) from the University of Sydney (1999), a Diploma of Financial Planning (DFP 1-8) from the Financial Advice Association of Australia Limited (2003), and Certified Financial Planner (CFP) certification from the Financial Advice Association of Australia Limited (2009). He also holds RG146 Margin Lending accreditation from MLC ThreeSixty (2010). Matthew is a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, Matthew can assist you with superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance 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.
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Frequently Asked Questions
What types of financial advice does Matthew Smith provide?
Matthew Smith provides advice on a range of financial products including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Matthew Smith's qualifications and experience?
Matthew holds an Associate Diploma of Business, a Bachelor of Economics (Social Sciences), a Diploma of Financial Planning (DFP 1-8), and CFP certification. He has over 20 years of experience in the financial services industry.
How does Matthew Smith's financial planning process work?
Matthew's process typically involves an initial consultation to understand your financial goals and current situation, followed by the development of a tailored financial plan. He will then implement the plan and provide ongoing support and reviews.
What can I expect during my first meeting with Matthew Smith?
During your first meeting, Matthew will discuss your financial goals, current financial situation, and risk tolerance. This helps him understand your needs and determine how he can best assist you.
Why should I choose Matthew Smith as my financial adviser?
Matthew combines extensive experience, relevant qualifications, and a client-focused approach to provide tailored financial solutions. His commitment to ongoing professional development ensures you receive the most up-to-date and relevant advice.
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