Mathew Wilkshire
Financial Adviser
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About
Mathew Wilkshire is an ASIC-registered financial adviser based in Adelaide, South Australia, dedicated to helping clients achieve their financial goals through tailored advice and comprehensive planning. With a Bachelor of Science from Flinders University (1987) and a Diploma of Financial Services (Financial Planning) from AMP Financial Services (2003), Mathew possesses a strong educational foundation complemented by extensive industry experience. Further enhancing his expertise, he has completed the Self Managed Superannuation Fund Adviser Education Program from Financial Essentials (2007) and Margin Lending and Geared Investments training from Kaplan Professional (2011). Mathew is also a proud member of the Financial Advice Association of Australia (FAAA). Mathew is authorised to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management solutions. His expertise extends to retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He is committed to providing clear, unbiased advice to help you navigate the complexities of the financial landscape. Key services include: • Superannuation Advice • Wealth Management • Retirement Planning • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Mathew today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Mathew Wilkshire offer?
Mathew Wilkshire specialises in superannuation advice, wealth management, retirement planning, and insurance solutions. He also provides investment advice tailored to your individual needs and goals.
What are Mathew Wilkshire's qualifications and experience?
Mathew holds a Bachelor of Science from Flinders University and a Diploma of Financial Services (Financial Planning) from AMP Financial Services. He has also completed specialist training in self-managed super funds and margin lending and geared investments. He is a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with Mathew Wilkshire?
During your initial consultation, Mathew will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions to help you achieve your financial objectives.
How does Mathew Wilkshire get paid for his services?
Mathew will clearly explain his fee structure during your initial consultation. Fees may be based on an hourly rate, a percentage of assets under management, or a combination of both.
Why should I choose Mathew Wilkshire as my financial adviser?
Mathew is committed to providing personalised, unbiased advice to help you make informed financial decisions. With his extensive experience and qualifications, he is well-equipped to guide you towards a secure and prosperous financial future.
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