Matthew Bonnor
Financial Adviser
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About
Matthew Bonnor is an ASIC-registered financial adviser based in Sale, VIC, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Business from Monash University (1999) and a Diploma of Financial Advising from the Securities Institute (2002), Matthew has built a strong foundation of knowledge and expertise. He further enhanced his skills with certifications in Margin Lending and Geared Investments (Kaplan Professional, 2010) and Self-Managed Superannuation Funds (Kaplan Professional, 2013). In 2016, Matthew earned the prestigious Certified Financial Planner (CFP) designation from the Financial Planning Association, demonstrating his commitment to the highest standards of professionalism. As a member of the Financial Advice Association of Australia (FAAA), Matthew is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He offers tailored strategies to help clients build and protect their wealth, plan for a comfortable retirement, and manage their financial risks. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice If you're seeking expert financial guidance and a personalized approach to achieving your financial aspirations, contact Matthew today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Matthew Bonnor offer?
Matthew Bonnor provides advice on superannuation, insurance, wealth management, retirement planning, and investments, tailoring solutions to meet your specific needs.
What are Matthew Bonnor's qualifications?
Matthew holds a Bachelor of Business from Monash University, a Diploma of Financial Advising from the Securities Institute, and is a Certified Financial Planner (CFP) with additional certifications in margin lending, geared investments and self-managed superannuation funds.
What can I expect during my first meeting with Matthew Bonnor?
During your initial consultation, Matthew will take the time to understand your financial situation, goals, and risk tolerance. He'll then outline potential strategies and solutions tailored to your needs, ensuring you're comfortable and informed every step of the way.
How does Matthew Bonnor stay up-to-date with the latest financial regulations and industry trends?
As a member of the Financial Advice Association of Australia (FAAA) and a CFP professional, Matthew is committed to ongoing professional development and adheres to the highest ethical standards. He regularly participates in industry events, training programs, and continuing education to stay abreast of the latest changes and best practices.
What is the process for becoming a client of Matthew Bonnor?
The process begins with an initial consultation to discuss your financial goals and needs. If you decide to proceed, Matthew will develop a personalized financial plan, implement the agreed-upon strategies, and provide ongoing support and reviews to ensure you stay on track.
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