Meet the team
Certified Financial Planner CFP®, Advanced Dip Financial Services
Matthew is a Certified Financial Planner®, holds an Advanced Diploma in Financial Services and is completing his Masters of Financial Planning.
He has over 15 years’ experience in the financial planning industry helping a wide range of clients at various life stages. His approach mixes information and education to assist his clients to understand and meet their goals by making informed financial decisions.
Matthew can provide advice on superannuation and investment advice, pre-and post-retirement planning, personal insurance needs, Centrelink Advice and aged care needs.
Financial Planner, Advanced Diploma and Graduate Certificate of Financial Planning
Terry joined the Club Plus Financial Planning team in 2019 after similar roles in private practice. Terry has a strong belief in the benefit of strategic financial advice to assist individuals to improve their financial position and looks forward to meeting with many Club Plus Super members.
Having completed an Advanced Diploma and Graduate Certificate of Financial Planning, Terry is currently completing a Graduate Diploma of Financial Planning which meets the national education requirement to ensure members receive a high standard of service.
Terry is able to advise on superannuation and investment advice, pre-and post-retirement planning, personal insurance needs and Centrelink Advice.
Bachelor of Business (Econ. & Fin.), Advanced Diploma of Financial Planning
Felix is accredited to provide general advice to Club Plus Super members and is responsible for paraplanning support for the financial planners providing personal advice to members.
Felix joined Club Plus Financial Planning in 2016. He has extensive experience working with members and financial planning professionals in the superannuation industry. Prior to working at Club Plus Financial Planning, he worked for REST Super and Link Advice, a financial planning practice.
Felix holds a Bachelor of Economics and Finance from the University of Technology Sydney (UTS) and is currently studying a Graduate Diploma in Financial Planning.
Want to know more about advice?
For more important information about the services we are authorised to provide you and how we remunerate advisers, please download our Financial Planning Financial Services Guide.