Matthew O'Brien
Financial Adviser
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About
Matthew O'Brien is an ASIC-registered financial adviser based in Melbourne, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Matthew holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2024) and has also completed specialist training in SMSF Regulation and Taxation with Kaplan Higher Education (2024), ensuring he is well-equipped to provide expert guidance. Matthew is authorised to provide advice on a broad range of financial products, including superannuation, 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. His key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Matthew is committed to building long-term relationships with his clients, providing ongoing support and guidance to help them navigate the complexities of the financial landscape. Whether you are planning for retirement, seeking to grow your wealth, or need assistance with insurance and superannuation, Matthew can provide the expert advice you need. Contact Matthew today to discuss your financial future.
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Frequently Asked Questions
What types of financial advice does Matthew O'Brien offer?
Matthew O'Brien provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Matthew O'Brien hold?
Matthew O'Brien holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2024) and has completed training in SMSF Regulation and Taxation with Kaplan Higher Education (2024).
What can I expect during my first meeting with Matthew?
During your first meeting with Matthew, you can expect a thorough discussion of your financial goals, current situation, and risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives.
How does Matthew O'Brien stay updated with the latest financial regulations?
Matthew is committed to ongoing professional development and regularly participates in training and education programs to stay informed about the latest changes in financial regulations and best practices.
What is the process for becoming a client of Matthew O'Brien?
The first step is to schedule an initial consultation to discuss your needs and goals. Following this, Matthew will develop a personalized financial plan, which will be reviewed and implemented with your approval. Ongoing support and reviews are provided to ensure your plan remains aligned with your evolving needs.
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