Financial Keys - A member firm of Genesys Wealth Advisers

 




Matt Congiusta
Principal
BBus, BComp, CFP®, Accredited SMSF Adviser, ASX Listed Products Accredited, Life Insurance Accredited

Matt specialises in managing the needs and financial strategies of executives, medical professionals, high net worth individuals, retirees and wealthy family groups. Matt’s focus is on placing the client first and ensuring all aspects of their financial lives are in order. While covering investments, Matts approach is to also consider the broader implications of financial decisions in areas such as tax, protection, estate planning, family impact, cashflow management and cost to provide holistic advice and guidance to clients, placing them in the best possible position to achieve their objectives.

Matt worked at Financial Keys earlier in his career and then spent over 4 years as a Senior Adviser at Perpetual Private, with a focus on helping some of Australia’s wealthier families, high net worth individuals and those with complex situations. Matt received multiple accolades during his time at Perpetual, perhaps most notably, consistent client acknowledgment of Matt’s service and care in working with them.

Matt has returned to Financial Keys as a Principal for the long term. With his flexible approach, Matt is able to tailor solutions and advice to clients with all options in the market at his disposal. He utilises his in-depth industry knowledge and experience of over 10 years to provide high quality advice and achieve desired client outcomes.

Qualifications:

  • CFP® Certified Financial Planner™

  • Bachelor of Business (Financial Planning)

  • Bachelor of Computing

  • Direct Equities Advisory Accredited

  • Self-Managed Super Fund Accredited

  • Life Insurance Accredited

  • Margin Lending Accredited

 Expertise

  • Investments (direct shares and managed investments)

  • Strategic advice

  • Superannuation – including Self-Managed Super Funds (SMSFs), rollovers, pensions and contributions

  • Retirement Planning

  • Cash-flow management

    • Estate Planning

    • Personal life insurance and business insurance

    CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned outside the U.S. by the Financial Planning Standards Board Ltd and used by the FPA under licence.

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    Financial Keys Pty Ltd (ABN 71 089 066 955) trading as Financial Keys Corporate
    Authorised Representative of Financial Keys Advice Pty Ltd

    ABN: 70 626 699 607 | AFSL: 509 930