Mathew Fogarty CFP®
About Me
After starting a Nursing degree, Mathew carried across the same principles of care to the Financial Services industry over 30 years ago.Over time, Mathew has built his experience and education to specialise in financial planning.He is a Certified Financial Planner®, a member of the FPA and a lifetime qualifying member of the international organisation, MDRT.Mathew is passionate about two things within this business; a) achieving great outcomes for his clients, and b) mentoring the next round of professionals to experience the same passion for financial planning that he does.Outside of work, Mathew loves to travel and enjoys nothing more than spending time with his family.Mathew understands how life can be a juggling act. With his own family, and a business, he understands the challenges that clients face, and brings his personal experience as well as wealth of knowledge to achieving great outcomes.
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Years of Experience 22 Years
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Licensed By F.p.d Solutions (aust) Pty Ltd