Curt Mathews
Senior Private Client Adviser/Partner of Milton Office
Commencing his banking and financial services career in Tasmania, Curt has also worked in Canberra and Brisbane as well as the UK before returning to Brisbane. Curt has been advising clients since 2007 and specialises in strategic and investment advice with a particular focus on insurance, retirement planning, wealth accumulation and superannuation (including SMSF's and Centrelink advice).
Investment Style
Curt will work closely with clients to identify their financial goals and needs, and construct an investment strategy in line with an agreed investment risk profile to assist in achieving their financial objectives. A tailored portfolio comprising direct shares and/or managed funds may be recommended to ensure asset allocation and performance objectives are met.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of percentage of fees. As a Partner of Forefront Financial Services, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton and Springfield-Ipswich. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Forefront Financial Services, I may be entitled to a share of profits. As a Partner of Forefront Financial Services, I will be entitled to a share of profits.
