Matthew Kerr
Financial Adviser
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About
Matthew Kerr is an ASIC-registered financial adviser based in Cheltenham, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Matthew holds a Bachelor of Economics from La Trobe University (1992) and Advanced and Diploma of Financial Services (Financial Planning) from Tribeca (2005). He is also a Certified Financial Planner with the FPA (2012) and a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional standards. Authorised to provide advice on a comprehensive range of financial products, Matthew specialises in superannuation, insurance, wealth management, and retirement planning. He can also provide guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning With his extensive experience and dedication to client service, Matthew is well-equipped to help you navigate the complexities of the financial landscape and achieve your financial aspirations. Contact Matthew today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What financial planning services does Matthew Kerr offer?
Matthew Kerr provides a range of services including superannuation advice, insurance, wealth management, and retirement planning. He can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Matthew Kerr's qualifications and experience?
Matthew Kerr holds a Bachelor of Economics from La Trobe University, an Advanced Diploma of Financial Services (Financial Planning) from Tribeca, a Diploma of Financial Services (FP) from Tribeca, and is a Certified Financial Planner with the FPA. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Matthew Kerr approach financial planning?
Matthew Kerr takes a personalised approach to financial planning, tailoring advice to meet each client's specific needs and goals. He focuses on building long-term relationships and providing ongoing support to help clients achieve financial security.
What should I expect during my initial consultation with Matthew Kerr?
During your initial consultation, Matthew Kerr will discuss your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Matthew is the right fit for your financial planning needs.
Why should I choose Matthew Kerr as my financial advisor?
Matthew Kerr offers comprehensive and tailored financial advice backed by extensive qualifications and experience. His commitment to ongoing professional development and client service ensures you receive the highest quality advice to help you achieve your financial goals.
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