Matthew Lancashire
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Matthew Lancashire is an ASIC-registered financial adviser based in Essendon North, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Business (Marketing) from Victoria University and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, Matthew has built a strong foundation for providing expert financial advice. He further solidified his expertise by earning the prestigious CFP designation from the Financial Planning Association of Australia and specialising in Self Managed Superannuation Funds through Kaplan Professional and the SMSF Professionals' Association of Australia. As a member of the Financial Advice Association of Australia (FAAA) and the Mortgage and Finance Association of Australia, Matthew adheres to the highest ethical and professional standards. Matthew is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in guiding clients through retirement planning, investment life insurance, life risk insurance, securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Matthew today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Matthew Lancashire offer?
Matthew Lancashire specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He also provides guidance on investment life insurance, life risk insurance, securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Matthew Lancashire have?
Matthew holds a Bachelor of Business (Marketing), an Advanced Diploma of Financial Services (Financial Planning), is a Certified Financial Planner (CFP), and is a Self Managed Super Fund Specialist Adviser.
How can Matthew Lancashire help me with my retirement planning?
Matthew can help you develop a comprehensive retirement plan tailored to your individual needs and goals, taking into account your current financial situation, risk tolerance, and desired lifestyle in retirement.
What is the process for working with Matthew Lancashire?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Matthew will then develop a personalised financial plan, implement the plan with your approval, and provide ongoing support and reviews to ensure your plan stays on track.
What can I expect from a consultation with Matthew Lancashire?
During a consultation with Matthew, you can expect a thorough assessment of your financial needs and goals, a clear explanation of your options, and a collaborative approach to developing a financial plan that aligns with your values and aspirations.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.