Matt Downing
BAppSc GradDipFP CFP®
Senior Financial Adviser
“I take a holistic approach to help my clients meet their unique goals and objectives, formulating a personalised plan combining both strategic and investment advice, including higher growth opportunities for sophisticated investors”.
Matt is a CERTIFIED FINANCIAL PLANNER® who started his career in the financial planning industry in 2001, having worked both in Australia and overseas. Matt provides advice to a range of clients including wealth accumulators, pre-retiree, retirees, high-net-worth and not-for-profits in a broad range of strategy and investment issues.
Investment Style
Matt specialises in providing comprehensive advice to clients in all areas of strategic financial planning and investments, specialising in self managed superannuation funds, tax-effective investment structuring, asset allocation and direct investments including shares, fixed interest and property.
Services and Specialties
Retirement and Estate Planning
Fixed Interest and Cash Management
Self-Managed Super Funds
Financial Planning
Superannuation Advice
Stockbroking
Wealth Management
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Graduate Diploma of Financial Planning
Bachelor of Applied Science
Associations
CFP Member of Financial Adviser Association of Australia (FAAA)
Competencies
Life Insurance
Generic
Margin Lending
Securities
Financial Planning
Superannuation
Managed Investments
Derivatives Level 1
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
UNLESS OTHERWISE STATED, ANY ADVICE HEREIN IS GENERAL IN NATURE AND I AM NOT CONSIDERING YOUR NEEDS, OBJECTIVES & CIRCUMSTANCES. • YOU SHOULD CONSIDER IF THIS ADVICE IS APPROPRIATE FOR YOU.
