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Connor Ballenden

Financial Adviser

The Money Matrix Advice Pty Ltd
Adelaide, SA 5000

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About

Connor Ballenden is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Connor holds a Bachelor of Business (Financial Planning) 9 Unit Specialisation from Queensland University of Technology (2024), providing him with a strong foundation in financial principles and practices. Connor is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management strategies. He assists clients with retirement planning, ensuring they can look forward to a comfortable and secure future. Furthermore, he provides guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered: • Superannuation advice to optimize your retirement savings • Comprehensive insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Retirement planning to secure your financial future • Investment advice tailored to your individual circumstances Ready to take control of your financial future? Contact Connor today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment advice Financial planning

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000243313

Verify on ASIC Register

Authorised Representative Number

001315960

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Connor Ballenden provide?

Connor Ballenden provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Connor Ballenden have?

Connor Ballenden holds a Bachelor of Business (Financial Planning) 9 Unit Specialisation from Queensland University of Technology (2024).

How can Connor Ballenden help me with retirement planning?

Connor can help you develop a comprehensive retirement plan tailored to your specific needs and goals. This includes strategies for maximizing your superannuation, managing your investments, and ensuring a comfortable income stream in retirement.

What is the process of working with Connor Ballenden?

The process typically involves an initial consultation to discuss your financial situation and goals, followed by the development of a personalized financial plan. Connor will then work with you to implement the plan and provide ongoing support and advice.

What should I expect from a consultation with Connor Ballenden?

You can expect a friendly and professional consultation where Connor will take the time to understand your financial situation, goals, and concerns. He will then provide you with clear and concise advice on how to achieve your financial objectives.

Get in Touch

Contact Connor directly for personalised advice.

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