Talk to sales Try for Free
Matthew McCarthy CFP®

Matthew mccarthy cfp®

bookmark on deepenrich
location of Matthew McCarthy CFP®Greater Brisbane Area
Phone number of Matthew McCarthy CFP®View Mobile No.
Followers of Matthew McCarthy CFP®294 followers

  • Timeline

  • About me

    Director at WealthArc Financial Advisory - 0488771254

  • Education

    • University of the sunshine coast

      2005 - 2008
      Master's degree financial planning and services

      Masters of Financial Planning

    • Deakin university

      2001 - 2005
      Diploma of financial planning financial planning and services

      Diploma of Financial Planning

  • Experience

    • Anz banking group

      Nov 2000 - Mar 2019
      Senior financial planner

      Developing strategies for clients to ensure they can achieve their long term financial goals and achieve the lifestyle they desire in retirement.Specialising in the following areas:Strategic financial advice.Superannuation & retirement planningInvestments and portfolio managementCash flow, budgeting and debt managementPersonal Insurance

    • Wealtharc financial advisory

      Mar 2019 - now
      Director & senior financial planner

  • Licenses & Certifications

    • Certified financial planner - cfp

      Financial planning association (fpa)
      Oct 2018
      View certificate certificate