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Matthew Hams

Financial Adviser

South Gippsland Financial Planning
Leongatha, VIC 3953

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About

Matthew Hams is an ASIC-registered financial adviser based in Leongatha, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma and Advanced Diploma of Financial Services (Financial Planning), a Graduate Diploma in Financial Planning, and specialized training in margin lending, geared investments, and ethics, Matthew possesses a robust foundation of knowledge and experience. As a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA) and a member of the SMSF Association, Matthew adheres to the highest professional standards, ensuring clients receive ethical and trustworthy advice. Matthew is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Matthew can help you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts Ready to take control of your financial future? Contact Matthew today to schedule a consultation and discover how personalized financial advice can make a difference.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Retirement planning Superannuation advice Wealth accumulation Insurance solutions Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000230323

Verify on ASIC Register

Authorised Representative Number

000248043

Verify on MoneySmart Register

Frequently Asked Questions

What services does Matthew Hams offer?

Matthew Hams provides comprehensive financial advice, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He is authorized to advise on a range of financial products to suit your individual needs.

What are Matthew Hams' qualifications and experience?

Matthew Hams holds a Diploma and Advanced Diploma of Financial Services (Financial Planning) and a Graduate Diploma in Financial Planning. He is also a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA) and a member of the SMSF Association.

What can I expect from the financial planning process with Matthew?

You can expect a personalized and thorough approach. Matthew will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a tailored strategy to help you achieve your objectives, providing ongoing support and guidance along the way.

How does Matthew Hams stay up-to-date with changes in the financial industry?

Matthew is committed to ongoing professional development. He regularly participates in training and education programs to stay informed about the latest changes in legislation, regulations, and financial products.

Is Matthew Hams obligated to act in my best interests?

Yes, as an ASIC-registered financial advisor and CFP, Matthew is legally and ethically obligated to act in your best interests at all times. This means providing advice that is suitable for your individual circumstances and putting your needs first.

Get in Touch

Contact Matthew directly for personalised advice.

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.