Matthew Kallis
Financial Adviser
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About
Matthew Kallis is an ASIC-registered financial adviser based in West End, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Matthew holds a Bachelor of Business (Economics) from Queensland University of Technology and a Master of Financial Planning from Griffith University, complemented by a Graduate Diploma of Financial Planning from the Securities Institute and ASX Listed Products Accreditation. Matthew is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also offer guidance on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, managing your investments, or seeking insurance solutions, Matthew can provide the expert advice you need. Contact Matthew today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Matthew Kallis offer?
Matthew Kallis provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, and investment strategies.
What qualifications does Matthew Kallis have?
Matthew holds a Bachelor of Business (Economics) from Queensland University of Technology, a Graduate Diploma of Financial Planning from the Securities Institute, ASX Listed Products Accreditation, and a Master of Financial Planning from Griffith University.
What is the process for becoming a client of Matthew Kallis?
The first step is to schedule an initial consultation to discuss your financial goals and current situation. From there, Matthew will develop a tailored financial plan to help you achieve your objectives.
How can Matthew Kallis help me with my retirement planning?
Matthew can help you develop a comprehensive retirement plan that takes into account your desired lifestyle, income needs, and risk tolerance. He can also advise you on superannuation strategies and investment options to maximise your retirement savings.
What should I expect during a consultation with Matthew Kallis?
During a consultation, you can expect a thorough discussion of your financial goals, a review of your current financial situation, and an explanation of how Matthew can help you achieve your objectives. You'll also have the opportunity to ask any questions you may have.
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