Matt Jacobson

ActOn Wealth Pty Ltd

Bronze
11 Yrs Experience
Melbourne, VIC 3004

Matt has been working in Financial Services since 2010, starting out in Asset & Equipment Finance after completing a Bachelor of Commerce. From here he moved into Financial Planning and really found his passion.

Matt puts a big emphasis on education and loves furthering his knowledge and skills, having completed a Cert IV and Diploma of Finance and Mortgage Broking, a Masters in Financial Planning and more recently his Aged Care Professional accreditation.

While being very strategy focused, what Matt enjoys most is creating close relationships with his clients and being there through the different stages of their financial journeys.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Tax Strategies
  • Growing Assets

My fees

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

At a glance

  • Adviser status Bronze
  • First year providing advice 2014
  • Years of experience 11
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

ActOn Wealth Pty Ltd

Suite 28, 20 Commercial Rd
Melbourne, VIC 3004

Licensed by

National Planning Partners Pty Ltd

AFSL 503734