Matt Johnson
DipFP CDec
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
Stockbroking
Investment Advice
Financial Planning
Personal Insurance
Retirement and Estate Planning
Self-Managed Super Funds
Superannuation Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
ASX Listed Products Accreditation Course (LPAC)
Self Managed Superannuation Funds
Margin Lending and Geared Investments
ASX/ACH Responsible Executive Exam
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
Superannuation
Financial Planning
Generic
Life Insurance
Managed Investments
Margin Lending
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of percentage of fees. As a shareholder of JSM Investments (Aust) Pty Ltd, I may be entitled to a share of profits.
