Matthew Payne
DipFA DipFS(FP)
Private Client Adviser
I take a holistic approach to wealth creation and preservation, risk protection, pre-retirement planning and portfolio management to assist you in meeting your goals.
Matthew has a business background and over six years of industry experience, holds a Diploma of Financial Advising (SIA) and Diploma of Financial Services – Financial Planning (Kaplan). He is also accredited in self managed super funds (SMSFs – Kaplan).
Investment Style
Matthew seeks a comprehensive understanding of a client's financial circumstances and goals, ensuring that appropriate investments and strategies align with these. Matthew adopts a life-cycle approach to wealth management and has a particular interest in capital growth and income strategies, pre-retirement planning, SMSFs and wealth protection.
Services and Specialties
Portfolio Administration
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Personal Insurance
Retirement and Estate Planning
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Diploma of Financial Advising
Diploma of Financial Services (Financial Planning)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Generic
Securities
Financial Planning
Managed Investments
Life Insurance
Margin Lending
Superannuation
I am a partner of Morgans (Orange) which operates the business of Morgans Financial Limited - Orange. My employer remunerates me by way of percentage of fees. As a Partner of Morgans (Orange), I will be entitled to a share of profits.
Please note as this e-mail is only checked periodically we will respond to your e-mail within 24hrs, if this is urgent or an order please call
