Matthew Pelizzari
Financial Adviser
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About
Matthew Pelizzari is an ASIC-registered financial adviser dedicated to helping individuals and families in Kent Town, SA, achieve their financial goals. With a strong educational foundation including an Advanced Diploma of Financial Services (Financial Planning) from FINSIA (2007), a Bachelor of Applied Finance from the University of South Australia (2011), and a Diploma of Financial Services (Financial Planning) from FINSIA (2016), Matthew combines academic knowledge with practical experience. He further holds the prestigious Certified Financial Planner designation from the Financial Planning Association of Australia (2013), demonstrating his commitment to excellence and ethical practice. Matthew stays current with industry best practices, completing Ethics & Professionalism in Financial Advice through Kaplan Education in 2019. He is also a proud member of the Financial Advice Association of Australia (FAAA). As an authorized financial adviser, Matthew can provide expert guidance on a range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Derivatives. He tailors his advice to each client's unique circumstances, ensuring personalized and effective strategies. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Ready to take control of your financial future? Contact Matthew today for 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 Matthew Pelizzari offer?
Matthew Pelizzari provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Derivatives. He offers personalized strategies to help you achieve your specific financial goals.
What are Matthew Pelizzari's qualifications and professional memberships?
Matthew holds an Advanced Diploma of Financial Services (Financial Planning), a Bachelor of Applied Finance, a Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for working with Matthew Pelizzari?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Matthew will then develop a tailored financial plan, implement the strategies, and provide ongoing reviews to ensure you stay on track.
What can I expect during my first meeting with Matthew?
During your first meeting, you can expect to discuss your current financial situation, your future goals, and any concerns you may have. Matthew will explain his approach to financial planning and answer any questions you may have about his services and fees.
How can Matthew Pelizzari help me with my superannuation?
Matthew can provide advice on selecting the right superannuation fund, consolidating your super accounts, and developing a retirement income strategy to help you achieve your desired lifestyle in retirement.
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