Matt Carlsen
Financial Adviser
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About
Matthew Carlsen is an ASIC-registered financial adviser based in Cairns, Queensland, dedicated to helping individuals and families achieve their financial goals. With a strong educational foundation including an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional and a Bachelor of Business from Swinburne University of Technology, Matthew combines academic knowledge with practical experience to deliver tailored financial advice. He further enhanced his expertise by completing Ethics and Professional Relationships at QUT and becoming an Accredited Aged Care Professional through Aged Care Steps. As a member of the Financial Advice Association of Australia (FAAA), Matthew adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. Matthew can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment planning • Retirement planning 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 Carlsen offer?
Matthew Carlsen provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What are Matthew Carlsen's qualifications?
Matthew holds an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, a Bachelor of Business from Swinburne University of Technology, and has completed Ethics and Professional Relationships at QUT. He is also an Accredited Aged Care Professional. This ensures he has the knowledge and skills to provide you with sound financial advice.
What can I expect during my first meeting with Matthew?
During your initial consultation, Matthew will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain his approach to financial planning and how he can help you achieve your objectives. This is also an opportunity for you to ask any questions you may have.
How does Matthew Carlsen stay up-to-date with the latest financial regulations and industry trends?
As a member of the Financial Advice Association of Australia (FAAA), Matthew is committed to ongoing professional development. He regularly attends industry conferences, participates in training programs, and stays informed about changes in financial regulations to ensure he provides you with the most current and relevant advice.
How does Matthew Carlsen get paid for his services?
Matthew's remuneration structure will be fully disclosed and discussed with you upfront. Fees can be charged on an hourly basis, a fixed fee, or a percentage of assets under management. The specific arrangement will depend on the complexity of your financial needs and the services you require.
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