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Matthew Clarke

Matthew Clarke

Financial Adviser

Morgans Financial Limited
Fortitude Valley, QLD 4006

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About

Matthew Clarke is an ASIC-registered financial adviser based in Fortitude Valley, Queensland, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Matthew holds a Bachelor of Commerce from the University of Queensland (2002) and a Graduate Diploma of Applied Finance and Investment from the Securities Institute Australia (2004). He also completed Ethics and Professional Relationships training at QUT in 2020, ensuring he provides advice with the highest ethical standards. Authorised to provide advice on a comprehensive range of financial products, Matthew specialises in superannuation, wealth management, securities, derivatives and government debt securities. He works closely with clients to develop strategies that align with their individual circumstances and long-term aspirations. Key services include: • Superannuation advice • Wealth management strategies • Investment advice (securities and derivatives) • Retirement planning • Portfolio management With a client-focused approach, Matthew Clarke is committed to providing clear, practical and effective financial advice. Contact Matthew today to schedule a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Securities Derivatives Government Debt Securities Superannuation strategies Wealth accumulation Retirement planning Investment portfolio management Securities and derivatives advice

Client Types

Personal Investors

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000259322

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Matthew Clarke offer?

Matthew Clarke specialises in providing advice on superannuation, wealth management, securities, derivatives and government debt securities. He can help you with retirement planning, investment strategies, and portfolio management tailored to your specific needs.

What qualifications does Matthew Clarke have?

Matthew holds a Bachelor of Commerce from the University of Queensland, a Graduate Diploma of Applied Finance and Investment from the Securities Institute Australia and has completed Ethics and Professional Relationships training at QUT.

What is Matthew Clarke's approach to financial planning?

Matthew takes a client-focused approach, working closely with you to understand your financial goals and develop strategies that align with your individual circumstances and aspirations. He is committed to providing clear, practical, and effective advice.

How can Matthew Clarke help me with my superannuation?

Matthew can provide expert advice on optimising your superannuation strategy, including contribution strategies, investment options within your super fund, and retirement planning to ensure you maximise your benefits and achieve your retirement goals.

What should I expect during my first consultation with Matthew Clarke?

During your initial consultation, Matthew will take the time to understand your current financial situation, your short-term and long-term goals, and your risk tolerance. He will then outline how he can help you achieve your objectives and answer any questions you may have.

Get in Touch

Contact Matthew directly for personalised advice.

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