About Me

Matthew Illana has worked in Financial Services for 19 years, starting his career in Business Banking before moving into Financial Planning in 2006. Matt commenced within client services, then moved into para planning before his first role as a financial adviser in 2008 with a major bank. Since then, Matt has worked in various boutique financial planning businesses as a senior financial adviser before commencing his own financial planning practice in 2017. Matt provides advice to clients in all areas of financial planning including risk protection, wealth creation, superannuation, SMSF, retirement planning, Centrelink, estate planning, cash flow analysis and goal setting. Matt strongly believes in building long- term personalised relationships with all clients so he can better understand what is important to them. Matt understands what may be important to one client might not be important to another. Matt will formulate specific strategies and then tailor a financial plan exclusively to each individual client’s needs, enabling them to achieve the specified outcomes they desire. Matt holds a Bachelor of Banking and International Finance from Flinders University (2005), a Post Graduate Diploma of Financial Planning through FINSIA (2008) and he has attained specialist knowledge accreditation in Derivatives (2008) and Self Managed Superannuation Funds (2013) through KAPLAN.