Matt Congiusta

Matt Congiusta Email and Phone Number

Principal - Private Wealth Adviser at Financial Keys @ Financial Keys
Matt Congiusta's Location
Greater Sydney Area, Australia
Matt Congiusta's Contact Details

Matt Congiusta personal email

n/a
About Matt Congiusta

Matt Congiusta is a Principal - Private Wealth Adviser at Financial Keys at Financial Keys. He possess expertise in investments, retirement planning, superannuation, investment advisory, strategic financial planning and 15 more skills.

Matt Congiusta's Current Company Details
Financial Keys

Financial Keys

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Principal - Private Wealth Adviser at Financial Keys
Website:
financialkeys.com.au
Employees:
4
Matt Congiusta Work Experience Details
  • Financial Keys
    Principal - Private Wealth Adviser
    Financial Keys Feb 2019 - Present
    Sydney, Australia
    Financial Keys is a privately owned financial advisory firm. As a Principal I am here for the long term, to build lasting relationships with clients. Our focus is on placing the client first and ensuring all aspects of their financial lives are in order. While covering investments, our 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 position to achieve their objectives.We specialise in managing the needs and financial strategies of executives, medical professionals, high net worth individuals, retirees and wealthy family groups. We assist clients in the following areas:• Investments (direct shares and managed investments)• Strategic advice• Superannuation, including Self-Managed Super Funds (SMSFs), rollovers, pensions, contributions• Retirement Planning• Cash-flow management• Estate Planning• Personal life insurance and business insuranceWith a flexible approach and all options in the market at our disposal, we are able to provide high quality advice and achieve desired client outcomes.
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  • Perpetual Limited
    Senior Adviser
    Perpetual Limited Jul 2014 - Dec 2018
    Sydney, Australia
    Perpetual Private provides specialist financial advisory services. As a Senior Adviser I work closely with clients to develop highly effective strategies to help them achieve their goals.
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  • Financial Keys
    Financial Adviser
    Financial Keys Jun 2008 - Jul 2014
    Sydney, Australia

Matt Congiusta Skills

Investments Retirement Planning Superannuation Investment Advisory Strategic Financial Planning Investment Strategies Financial Advisory Retirement Wealth Management Financial Planning Insurance Financial Services Asset Allocation Estate Planning Mutual Funds Wealth Income Protection Financial Planners Wealth Accumulation Investment Management

Matt Congiusta Education Details

Frequently Asked Questions about Matt Congiusta

What company does Matt Congiusta work for?

Matt Congiusta works for Financial Keys

What is Matt Congiusta's role at the current company?

Matt Congiusta's current role is Principal - Private Wealth Adviser at Financial Keys.

What is Matt Congiusta's email address?

Matt Congiusta's email address is ma****@****.com.au

What schools did Matt Congiusta attend?

Matt Congiusta attended Financial Planning Association (Fpa), University Of Technology, Sydney, Cranbrook School.

What skills is Matt Congiusta known for?

Matt Congiusta has skills like Investments, Retirement Planning, Superannuation, Investment Advisory, Strategic Financial Planning, Investment Strategies, Financial Advisory, Retirement, Wealth Management, Financial Planning, Insurance, Financial Services.

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