Matt Last

Apex Financial Advisors

Silver
7 Yrs Experience
Kogarah, NSW 2217

I have 12 years experience within the financial services industry. I take great joy in getting to know clients and appreciating everything they have achieved in life, and where they want to head towards. I work diligently with my clients during the whole financial planning process, with a great emphasis on removing as much worry and stress from clients as possible, so that their financial futures are secured. I specialise in investments, insurances, superannuation, retirement planning and Centrelink Age Pension strategies.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Apex Financial Advisors

Suite 207, 13A Montgomery St
Kogarah, NSW 2217

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Miplan Advisory Pty Ltd

AFSL 485478