Matthew Katunar
Financial Adviser
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About
Matthew Katunar is an ASIC-registered financial adviser based in Bowen Hills, QLD, committed to helping clients achieve their financial goals with tailored and comprehensive advice. Matthew holds a Bachelor of Business (Finance) and a Bachelor of Business (Financial Planning) from Queensland University of Technology (QUT), earned in 2019 and 2020 respectively. He also holds a Certificate IV in Finance and Mortgage Broking (2020) and a Diploma of Finance and Mortgage Broking Management (2021) from Finance & Related Services Training Academy. Matthew is authorised to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. He specialises in providing advice on Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts, ensuring clients have robust strategies in place for their future. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment advice • Life insurance If you're looking for expert financial guidance to secure your financial future, Matthew is here to help. Contact him today to arrange a consultation and take the first step towards achieving your financial aspirations.
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Frequently Asked Questions
What types of financial advice can Matthew Katunar provide?
Matthew Katunar is authorised to provide advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts.
What qualifications does Matthew Katunar have?
Matthew holds a Bachelor of Business (Finance) and a Bachelor of Business (Financial Planning) from Queensland University of Technology (QUT), along with a Certificate IV in Finance and Mortgage Broking and a Diploma of Finance and Mortgage Broking Management from Finance & Related Services Training Academy.
What is the process for working with Matthew Katunar?
The process typically starts with an initial consultation to understand your financial goals and current situation. Matthew will then develop a tailored financial plan based on your needs, implement the plan, and provide ongoing support and reviews.
How can retirement planning help me?
Retirement planning helps you create a roadmap to achieve your desired lifestyle in retirement. It involves estimating your future expenses, determining how much you need to save, and developing investment strategies to grow your retirement savings.
What should I expect during my first meeting with a financial advisor like Matthew?
During your first meeting, expect to discuss your financial goals, current financial situation, risk tolerance, and any concerns you may have. This meeting is an opportunity for Matthew to understand your needs and for you to learn about how he can help you achieve your financial objectives.
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