Matthew Lee
Financial Adviser
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About
Matthew Lee is an ASIC-registered financial adviser based in Ipswich, Queensland, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. With a Diploma of Financial Planning Competencies from Integratec Training (2003) and ongoing commitment to ethical practice demonstrated by completing the Ethics and Professionalism in Financial Advice Course (Kaplan Higher Education, 2021), Matthew possesses a strong foundation of knowledge and a commitment to acting in your best interests. As a member of the Financial Advice Association of Australia (FAAA), Matthew adheres to the highest standards of professionalism and ethical conduct. He is authorised to provide advice on a range of financial products, ensuring comprehensive solutions tailored to your unique circumstances. Matthew can assist you with: • Superannuation advice • Insurance solutions, including Investment Life Insurance and Life Risk Insurance • Retirement planning strategies • Retirement Savings Accounts • Government Debt Securities Key services include: • Developing personalised financial plans • Providing strategic investment advice • Assisting with retirement planning • Offering insurance solutions to protect you and your family • Managing and optimising your superannuation Ready to take control of your financial future? Contact Matthew today for a consultation and discover how he can help you achieve your goals.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Matthew Lee provide?
Matthew Lee specialises in superannuation advice, insurance (including Investment Life and Life Risk Insurance), retirement planning, Retirement Savings Accounts and Government Debt Securities. He can help you create a comprehensive financial plan tailored to your individual needs and goals.
What are Matthew Lee's qualifications?
Matthew Lee holds a Diploma of Financial Planning Competencies from Integratec Training (2003) and has completed the Ethics and Professionalism in Financial Advice Course (Kaplan Higher Education, 2021). He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. The adviser will explain their services and how they can help you achieve your objectives. It's a great opportunity to see if the adviser is a good fit for you.
How does Matthew Lee develop a financial plan for his clients?
Matthew develops financial plans based on a thorough understanding of each client's individual circumstances, goals, and risk tolerance. He takes the time to get to know you and your financial situation before developing a tailored plan that addresses your specific needs.
Why is it important to seek professional financial advice?
Seeking professional financial advice can help you make informed decisions about your money and investments, ensuring you are on track to achieve your financial goals. A financial advisor can provide expert guidance, helping you navigate complex financial products and strategies.
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