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"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives                                                                                                                                                                                                       "Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson                                                                                                                                                                                                       "Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty                                                                                                                                                                                                       "The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty                                                                                                                                                                                                      
Geelong Office< Geelong Office

Geelong Office

Address:
68-70 Ryrie Street
GEELONG VIC 3220

Mailing Address:
PO Box 1701
GEELONG VIC 3220

Phone: (03) 5224-6300
Fax: (03) 5229-8577

Matthew Waugh

MFinPlan, Adv Dip FS(FP)

Financial Adviser

Matthew’s professional qualifications include a Masters of Financial Planning and an Advanced Diploma of Financial Services (Financial Planning). Matthew has over 17 years of industry experience. As well as Financial Planning he has also wored in Banking and Finance. During this time he has held positions as Bank Manager and Loans and Finance Manager.

Matthew places a high importance on building and maintaining an enduring relationship with his clients. He believes a consistent, value added service is essential to this process. As part of his client service offer, Matthew is authorised by FIA to provide advice on and deal in the following financial services: 

• Estate Planning
• Investment Advice
• Superannuation
• Retirement Planning 
• Risk Management

 

"Matt’s suggestions have been sensible and fair, and even in the current challenging conditions Matt has continued to be driven by a desire to serve my best interests, rather than just being a salesman."
Mike Zentgraf
 
"Although we started as relatively small investors, we were always made to feel just as important as other clients."
Rod Whelan
 
"Without Matt’s recommendations my family would have been forced to sell our home and have been forced to seek government assistance."
Paul Camilleri
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