
Matthew Nicholson Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Matthew believes in providing holistic financial advice to assist clients in achieving their financial and lifestyle objectives. He understands that individual goals are as unique as the financial situations that give rise to them and is a passionate advocate of client centric advice. By empowering his clients to make informed and effective decisions, Matthew provides them greater certainty and comfort that they will be able to achieve their wealth and lifestyle ambitions.
Matthew’s strong technical expertise allows for a thorough and detailed evaluation of a wide array of financial strategies. Able to refine and tailor these strategies around each client’s particular circumstances, he delivers a high quality of both advice and service through the provision of elegant, market-leading solutions. Matthew works alongside his clients to educate and assist them on their financial journey giving them the tools they need to achieve the future they seek.
Matthew is focussed on remaining at the forefront of developments in financial strategy, product innovation, tax law, legislative change and innovative strategies in the financial services industry. As part of the Fitzpatricks Private Wealth team he is able to leverage the size and resources of a national organisation to provide you market leading services together with personal attention and support throughout your advice journey.
Matthew holds a Bachelor of Economics and a Graduate Diploma in Financial Planning.
Qualifications/Memberships
- Bachelor of Economics
- Graduate Diploma of Financial Planning
Areas of expertise
Asset Protection and Business Structures
Business Succession
Estate Planning
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Superannuation
Tax Effective Wealth Strategies
Wealth Creation
Debt Management
Investment and Portfolio Construction
Strategic Financial Advice
Contact details
Matthew Nicholson
1300 464 625
Request a meetingAmbition Wealth Pty Ltd
Level 13, 157 Ann St, Brisbane QLD 4000Suite C, Level 2, The Strand, Marine Parade Coolangatta QLD 4225
1300 464 625
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