Matthew Carlsen

Cairns

I am a Financial Adviser with Morgans Financial Limited, based in the Cairns office, with 9 years experience across Banking & Finance.

My passion is to assist people through their financial lives - From managing debt repayment, Centrelink assistance, personal cashflow and Life Insurance requirements for younger 'accumulators'; to wealth accumulation, investment strategies, retirement planning for 'Empty Nesters'; to retirement management, cashflow monitoring and ongoing advice for retirees.

I enjoy the close relationships I build with clients, and being part of their financial journeys. I take great pride and value in being able to uncomplicate their situation and provide education, as well as peace of mind.

  • Work
    • Morgans Financial Limited
  • Education
    • Bachelor of Business (Economics)
    • Advanced Diploma of Financial Services (Financial Planning)
    • Justice of the Peace (Qualified) (QLD)