Matthew Scholten
Financial Adviser
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About
Matthew Scholten is an ASIC-registered financial adviser dedicated to helping individuals and families in Surrey Hills, VIC, achieve their financial goals. With a career spanning over three decades, Matthew brings a wealth of knowledge and experience to every client relationship. Matthew's commitment to professional excellence is reflected in his qualifications, which include a Diploma from the Australian Insurances Institute (1990), Certified Financial Planner designation from the Financial Planning Association of Australia (2003), a Diploma of Financial Planning from Deakin University (2003), SMSF Association Specialist Accreditation Program (2011) and Ethics and Professionalism in Financial Advice certification from Kaplan Professional (2020). He is a member of both the Financial Advice Association of Australia (FAAA) and the SMSF Association. Authorised to provide advice on a comprehensive range of financial products, Matthew can assist you with superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • SMSF advice Ready to take control of your financial future? Contact Matthew Scholten today for a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Matthew Scholten offer?
Matthew Scholten specialises in providing advice on superannuation, retirement planning, wealth management, insurance, and Self-Managed Super Funds (SMSFs).
What are Matthew Scholten's qualifications?
Matthew holds a Diploma from the Australian Insurances Institute, is a Certified Financial Planner (CFP), has a Diploma of Financial Planning from Deakin University, and is an SMSF Association Specialist.
What can I expect during my first meeting with Matthew Scholten?
During your initial consultation, Matthew will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a tailored strategy to help you achieve your objectives.
How does Matthew Scholten stay up-to-date with the latest financial regulations?
Matthew is committed to ongoing professional development and regularly attends industry events and training sessions to ensure he remains informed about the latest changes in financial regulations and best practices. He completed Ethics and Professionalism in Financial Advice with Kaplan Professional in 2020.
What is the difference between a financial advisor and a financial planner?
While the terms are often used interchangeably, a financial planner typically takes a more holistic approach to your finances, considering all aspects of your financial life, while a financial advisor may focus on specific areas such as investments or insurance.
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