Adviser Profile

Matt Meehan - CFP®

Matt Meehan is a Sub-Authorised Representative of Agbis Pty Ltd (Corporate Authorised Representative No. 407219 of Capstone Financial Planning Pty Ltd AFSL No. 223135).

Experience

Matt has been involved in the financial services industry for the past 19 years, has experience in accountancy, business services and finance as well as hands-on farming and grazing experience. Drawing on these experiences, Matt is able to provide high-level strategic financial solutions for his clients. Matt is a Certified Financial Planner as well as a qualified Chartered Accountant (Financial Planning Specialist) and an Agricultural Business Management graduate of Marcus Oldham College.

Areas of Specialisation

  • Investment Advice
  • Creating Wealth Tax Effectively
  • Wealth Protection
  • Superannuation & Retirement Planning
  • Retirement Income Streams
  • Self Managed Superannuation Advice
  • Estate Planning
  • Business Protection
  • Education Funding
  • Transition to Retirement Strategies
  • Gearing Strategies
  • Personal Insurance

Special Interests

Matt has an active interest in Value Investing and has attended Warren Buffett and Charlie Munger’s Berkshire Hathaway AGM in Omaha Nebraska as well as the Value Investors Congress in Pasadena LA.  Matt enjoys spending time with his family, tennis, golf, gardening, cooking and watching “good old Collingwood”.

Qualifications

Matt holds a Bachelor of Financial Administration, a Bachelor of Business and a Graduate Certificate in Financial Planning, and meets the competency requirements under ASIC’s Regulatory Guide RG 146.

Professional memberships

Matt is a member of the Financial Planning Association, the Institute of Chartered Accountants in Australia and the Mortgage & Finance Association of Australia, and abides by their code of professional conduct and ethics.

Authorisations

Matt Meehan is authorised to provide advice and deal in the following financial products:

  • Life Products including Investment Life Insurance Products and Life Risk Insurance Products;
  • Interests in Managed Investment Schemes including Investor Directed Portfolio Services;
  • Debentures, Stocks or Bonds issued or proposed to be issued by a Government;
  • Retirement Savings Accounts (“RSA”) products;
  • Deposit and Payment Products;
  • Standard Margin Lending Facility; and
  • Superannuation.