A city skyline at night with a boat in the water.
Matt Johnson

Matt Johnson

DipFP CDec
Authorised representative number: 001242554

Branch Manager

I enjoy working closely with my clients to put in place a personal, comprehensive financial plan to assist their many financial goals and build strong long-term relationships.
Matt has been in the financial services industry since 1986 and an Adviser since 2001. He enjoys working with a wide range of professionals and helping them construct financial strategies to help them achieve their financial goals.

Investment Style

Helping professionals to implement a comprehensive strategy which encompasses their whole family. Matt has a particular interest in SMSF Investment Structures and educating his clients in all aspects of financial planning.

Services and Specialties

Superannuation Advice
Self-Managed Super Funds
Investment Advice
Personal Insurance
Financial Planning
Retirement and Estate Planning

Qualifications and Professional Affiliations

ASX/ACH Responsible Executive Exam
Diploma of Financial Planning
Ethics and Professional Relationships


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Managed Investments
Financial Planning
Margin Lending
Life Insurance
I am a partner of JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of salary. As a Partner of JSM Investments (Aust) Pty Ltd, I will be entitled to a share of profits.