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Matthew Parrish

Financial Adviser

Parrish Financial
Whitfield, QLD 4870

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About

Matthew Parrish is an ASIC-registered financial adviser dedicated to helping individuals and families in Whitfield, QLD, achieve their financial goals. With a Bachelor of Business (Banking and Finance) from Queensland University of Technology (1999) and a Master of Commerce (Financial Planning) from the University of Western Sydney (2005), Matthew possesses a strong foundation of knowledge and expertise. He further enhanced his skills with specialised training in Margin Lending & Geared Investments from Kaplan Professional (2011). As a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA), Matthew adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for his clients. Matthew’s expertise covers superannuation advice, insurance, wealth management, and retirement planning. He is also authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Matthew offers a wide range of services to help you secure your financial future: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Matthew today for a consultation and personalised financial plan.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Wealth Accumulation Superannuation Strategies Insurance Solutions Investment Management

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000494108

Verify on ASIC Register

Authorised Representative Number

000230661

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Matthew Parrish offer?

Matthew Parrish specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you with investment strategies, risk management, and achieving your long-term financial goals.

What are Matthew Parrish's qualifications and professional memberships?

Matthew Parrish holds a Bachelor of Business (Banking and Finance) and a Master of Commerce (Financial Planning). He is a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA).

How does Matthew Parrish approach financial planning?

Matthew takes a client-centric approach, focusing on understanding your unique circumstances, goals, and risk tolerance. He then develops a tailored financial plan to help you achieve your objectives, providing ongoing support and guidance along the way.

What can I expect during my first meeting with Matthew Parrish?

During your initial consultation, Matthew will discuss your current financial situation, your goals, and your concerns. He will explain his services and how he can help you, and answer any questions you may have. This meeting is an opportunity to see if Matthew is the right financial adviser for you.

Why should I choose Matthew Parrish as my financial advisor?

Matthew Parrish offers expert guidance, personalised strategies, and ongoing support to help you navigate the complexities of financial planning. His qualifications, professional memberships, and commitment to ethical standards ensure you receive trusted advice tailored to your specific needs.

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.