University of Southern Queensland

Kate is available to provide general information about superannuation, answer questions about UniSuper products and services, or help with your paperwork.

Matthew specialises in providing financial advice to defined benefit members. He has been providing financial advice for more than 14 years and has been specialising in defined benefit products for 11 years. He is proudly considered an expert in his field.

Matthew is described as hardworking. He believes his personal values of trust, honesty and integrity, together with excellent interpersonal skills, have permitted him to build rich and sustainable relationships with members.

Matthew aims to help his clients understand their goals and whether they are on track for a comfortable retirement. Furthermore, he aims to help clients manage their affluence and guides them wisely to manage spending and enjoy life leading into retirement, while leaving sufficient capital for later on.

You can see Matthew at the University of Southern Queensland and University of Queensland (St Lucia & Gatton campuses).

Qualifications
CERTIFIED FINANCIAL PLANNER® (CFP)
Bachelor of Law
Bachelor of Commerce

Professional associations
Financial Planning Association Australia (FPA)

Advice topics
Wealth creation
Superannuation (including more than 20 other super funds)
Redundancy planning
Retirement planning
Investments outside of super
Estate planning considerations
Debt management
Cash flow management
Social security strategies (Centrelink/DVA)
Remuneration planning (salary packaging)
Insurance for income and asset protection
Review services