Matthew Englund
Financial Adviser
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About
Matthew Englund is an ASIC-registered financial adviser based in Fitzroy, VIC, dedicated to providing clear and straightforward financial advice. With a Bachelor of Business from the University of Technology, Sydney (1995) and a Graduate Diploma of Financial Planning from Finsia (2000), Matthew brings a wealth of knowledge and experience to his clients. He continually updates his expertise, recently completing FSC002B Ethics and Professionalism in Financial Advice with Kaplan Professional (2025). As a member of the Australian Institute of Company Directors (AICD), Matthew adheres to the highest standards of governance and ethical conduct. Matthew is authorized to provide general financial advice, helping clients navigate a range of financial decisions. His focus is on empowering you to make informed choices that align with your financial goals. Key services include: • Superannuation advice • Retirement planning • Wealth management • Tax planning • Estate planning Matthew is committed to building long-term relationships with his clients, offering personalized advice tailored to their unique circumstances. Contact Matthew today to discuss your financial future and discover how he can help you achieve your goals.
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Frequently Asked Questions
What types of financial advice can Matthew Englund provide?
Matthew Englund is authorized to provide general financial advice, covering areas such as superannuation, retirement planning, wealth management, tax planning, and estate planning.
What qualifications does Matthew Englund hold?
Matthew Englund holds a Bachelor of Business from the University of Technology, Sydney, a Graduate Diploma of Financial Planning from Finsia, and has completed FSC002B Ethics and Professionalism in Financial Advice with Kaplan Professional.
What is the first step in working with Matthew Englund?
The first step is to schedule an initial consultation. This allows Matthew to understand your financial situation, goals, and concerns. It also provides an opportunity for you to ask questions and determine if his services are the right fit for you.
How does Matthew Englund tailor his advice to individual clients?
Matthew takes a personalized approach to financial advice. He understands that everyone's financial situation is unique, so he takes the time to understand your specific needs and goals before developing a tailored plan.
What can I expect from a financial planning engagement with Matthew Englund?
You can expect a collaborative and transparent process. Matthew will work with you to develop a clear understanding of your financial situation, identify your goals, and create a plan to help you achieve them. He will also provide ongoing support and guidance to help you stay on track.
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