Matthew Illana
Financial Adviser
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About
Matthew Illana is an ASIC-registered financial adviser based in Glenelg, South Australia, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a Bachelor of Banking and International Finance from The Flinders University of SA (2005) and a Graduate Diploma of Financial Planning from FINSIA (2008), Matthew possesses a strong foundation in financial principles and planning practices. He is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. Matthew is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities. This broad authorization allows him to create holistic financial plans that address all aspects of your financial life. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Investment advice • Insurance solutions Whether you're planning for retirement, growing your wealth, or protecting your family's future, Matthew can provide the expert guidance 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 Illana provide?
Matthew Illana provides advice on a wide range of financial areas including superannuation, retirement planning, wealth management, investments, and insurance. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What are Matthew Illana's qualifications and experience?
Matthew holds a Bachelor of Banking and International Finance from The Flinders University of SA and a Graduate Diploma of Financial Planning from FINSIA. He is also a member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to professional development and ethical conduct.
How does Matthew Illana approach financial planning?
Matthew takes a client-focused approach, starting with a thorough understanding of your current financial situation, goals, and risk tolerance. He then develops a personalised financial plan that outlines strategies to help you achieve your objectives. Regular reviews and adjustments ensure your plan remains aligned with your evolving needs.
What can I expect during my first meeting with Matthew Illana?
During your initial consultation, Matthew will discuss your financial goals, gather information about your current situation, and explain his services in detail. This is an opportunity for you to ask questions and determine if Matthew is the right financial adviser for you. There is no obligation to proceed beyond this initial meeting.
How can Matthew Illana help me with my superannuation?
Matthew can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating multiple accounts, making contributions to maximize tax benefits, and developing a retirement income strategy.
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