Matt Downing

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

Industry Experience

Sectors Covered

Matt Downing's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Graduate Diploma of Financial Planning

Bachelor of Applied Science

TASACLv1 Commercial Law

DFP5v2 Tax for Financial Advising

Advanced Self Managed Super Funds Program

Tier 1 Margin Lending - Personal Advice

Associations

CFP Member of Financial Adviser Association of Australia (FAAA)

Competencies

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.