Matthew Pelizzari takes a very personal approach to financial planning, working closely with each client to help them achieve the financial and lifestyle outcomes they most want to see. Combined with an impressive depth of knowledge and a wide experience of different client needs, his approach enables the development, implementation and monitoring of strategies that take into account all aspects of a client’s circumstances and goals.
Matthew seeks to help people to achieve the peace of mind and independence that comes with financial security. He covers all stages of the investment lifecycle including wealth creators and accumulators, pre-retirees and retirees. Particular areas of expertise include wealth accumulation; personal and business insurance; business succession planning; superannuation and retirement planning, including SMSF advice; estate planning; investments; pension/income stream strategies and aged care planning.
- Bachelor of Applied Finance (BAppFin)
- Certified Financial Planner (CFP®)