Matthew Carswell in

Matthew Carswell

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Financial Planner at Advantage Wealth Management
📍 Cairns, Queensland, Australia

Matthew Carswell is a Financial Planner at Advantage Wealth Management, specializing in providing holistic financial advice to help clients achieve their goals. He is currently completing an Advanced Diploma of Financial Planning at Kaplan Professional and previously helped establish the financial planning arm of Horizon Financial.

Matthew stays deeply engaged with the financial world, actively following major news outlets like The Wall Street Journal and the Financial Times. He also keeps up with insights from leading firms such as Fidelity Investments and Morningstar to maintain a broad market perspective.

He played a key role in building a financial planning division from the ground up within a mortgage broking business.

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Experience
15 Years
Current Role
Financial Planner
Location
Cairns, Queensland, Australia
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Matthew cares about

Holistic Financial Advice
A core tenet of his work, he focuses on providing comprehensive advice to help clients achieve their best financial outcomes in line with their goals.
Wealth Management
His current role at Advantage Wealth Management centers on creating and adapting strategies to grow and protect client wealth as their situations change.
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Career

Work history

5-2017
Financial Planner
Advantage Wealth Management
4-2011 - 5-2017
Financial Planner
Commonwealth Bank
1-2010 - 2-2011
Financial Advisor
Horizon Financial
In the press

Media appearances

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Education
Diploma Financial Planning
Kaplan Professional
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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