Matthew Carswell in

Matthew Carswell

Examiner · DISC type sc
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.

Read the full overview →
Experience
15 Years
Current Role
Financial Planner
Location
Cairns, Queensland, Australia
Personality Overview

How Matthew shows up

Unexpressive
Late Adopter
Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

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

No media yetWe could not find public media appearances for this person.
Education
Diploma Financial Planning
Kaplan Professional
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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