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Matthew Kennedy

Financial Adviser

Gallagher Benefit Services Pty Ltd
Brisbane City, QLD 4000

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 Kennedy is an ASIC-registered financial adviser based in Brisbane City, dedicated to helping clients achieve their financial goals with tailored advice and personalized strategies. Matthew holds a Financial Adviser Exam - FASEA (2019) qualification, ensuring he meets the highest standards of competence and ethical conduct in the industry. Matthew is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. He is also qualified to offer guidance on Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts. Whether you're looking to build a secure retirement, protect your family with insurance, or grow your wealth through strategic investments, Matthew can provide the expert advice you need. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies • Life Risk Insurance Ready to take control of your financial future? Contact Matthew Kennedy today for a consultation and discover how he can help you achieve your goals.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Superannuation advice Retirement planning Insurance solutions Investment strategies

Client Types

Personal Investors

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000488001

Verify on ASIC Register

Authorised Representative Number

000303759

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Matthew Kennedy offer?

Matthew Kennedy provides advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts. He can help you create a comprehensive financial plan tailored to your individual needs.

What qualifications does Matthew Kennedy have?

Matthew Kennedy holds a Financial Adviser Exam - FASEA (2019) qualification, demonstrating his commitment to professional development and ethical standards.

How can Matthew Kennedy help me plan for retirement?

Matthew Kennedy can help you develop a retirement plan that considers your current financial situation, desired lifestyle, and risk tolerance. He can provide advice on superannuation, retirement savings accounts, and investment strategies to help you achieve your retirement goals.

What is the process for working with Matthew Kennedy?

The process typically begins with an initial consultation to understand your financial goals and current situation. Matthew will then develop a personalized financial plan and provide ongoing support to help you stay on track.

What should I expect from a consultation with Matthew Kennedy?

You can expect a professional and informative discussion about your financial goals, a thorough assessment of your current situation, and a clear explanation of how Matthew can help you achieve your objectives. There is no obligation to proceed after the initial consultation.

Get in Touch

Contact Matthew 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.