Matthew Farley
Authorised Representative (ASIC No. 300314)
Matt has had over 6 years experience in the Financial Planning Industry and has previously worked as a Financial Adviser for companies such as Suncorp and Financial Wisdom.
Matt commenced work in the financial services industry in 2001 and his first years were as a call centre consultant for Suncorp’s Life and Superannuation call centre. During his time in the call centre, Matt had the opportunity to learn the background to the Life Insurance and Superannuation industry. During this time Matt commenced his studies in the Diploma in Financial Services through Tribeca. He completed these studies in 2004 at which time he gained a position as a financial adviser with Suncorp. In 2004, Matt commenced working as a financial adviser growing his client base through referrals whilst reviewing existing clients within Suncorp.
In May 2006, he commenced working as a Financial Planner for Financial Wisdom. Matt was responsible for looking after a client base as well as some paraplanning responsibilities. Matt decided in June 2007 that he needed a new challenge and commenced working as a Financial Planner at Queensland Teachers’ Credit Union Limited. Matt is responsible for looking after a client base and maintaining a professional relationship and ensuring their individual goals are being met by creating and implementing specific strategies. His area of expertise is mostly pre-retirement planning in addition to a focus on wealth creation strategies with the younger market.
He is presently in the process of completing his Advanced Diploma in Financial Services which he hopes to achieve by the end of this year.
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Matthew Farley is a salaried employee of QTCU Financial Planning Pty Ltd, and both your adviser and QTCU Financial Planning Pty Ltd are Authorised Representatives of Outlook Financial Solutions Pty Ltd and are regarded as the 'providing entity' under the Act. This Adviser Profile, which forms part of the QTCU Financial Planning FSG, is distributed with the authority of Outlook Financial Solutions Pty Ltd.
QTCU Financial Planning Pty Ltd ABN 35 116 361 650 is a Corporate Authorised Representative (ASIC No. 293929) of Outlook Financial Solutions Pty Ltd, ABN 40 083 233 925, AFSL 240959, 70 - 76 Yarra Street Heidelberg VIC 3084.
