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Matthew Carlsen Email & Phone Number
Branch Manager
at
Morgans Financial Limited
2 work emails found
@morgans.com.au
2 phones found area 140
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Branch Manager
Location
Cairns, Queensland, Australia
Company size
Who is Matthew Carlsen? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Matthew Carlsen is listed as Branch Manager at Morgans Financial Limited, a company with 854 employees, based in Cairns, Queensland, Australia. AeroLeads shows a work email signal at morgans.com.au, phone signal with area code 140, and a matched LinkedIn profile for Matthew Carlsen.
Matthew Carlsen previously worked as Senior Financial Planner at Morgans Financial Limited and Financial Advisor at Crowe Horwath Financial Advice (Formerly Whk). Matthew Carlsen holds Bachelor Of Business (Economics), Business & Economics, 5.88 Gpa from Open Universities Australia/Swinburne University Of Technology.
Company email context
Email format at Morgans Financial Limited
This section adds company-level context without repeating Matthew Carlsen's masked contact details.
{first}.{last}@morgans.com.au
92% confidence
AeroLeads found 2 current-domain work email signals for Matthew Carlsen. Compare company email patterns before reaching out.
Profile bio
About Matthew Carlsen
Specific interest and knowledge in Superannuation, Retirement Planning, Investments, Centrelink, Estate Planning considerations and 'Gen Y' financial requirements.My goal is to assist you to reach your financial goals, to allow you to live the lifestyle that you desire. I seek to educate clients on the options available to them, to customise a plan that suits their risk levels, ethical requirements and personal needs.I possess holistic experience of the Financial Services industry, as I have been employed at various levels in Banking, and progressed through the developmental stages of Financial Planning of Administration Officer, Client Review Officer, Paraplanner and Financial Planner.Specialties: Retirement PlanningInvestment PlanningSuperannuationDebt ReductionGearing and Margin LendingEstate PlanningCentrelinkGeneration Y Planning & InvestingFinancial Planning Compliance
Listed skills include Coin Software, Financial Planning, Estate Planning, Centrelink, and 18 others.
Current workplace
Matthew Carlsen's current company
Company context helps verify the profile and gives searchers a useful next step.
Morgans Financial Limited
7 roles
Matthew Carlsen work experience
A career timeline built from the work history available for this profile.
Senior Financial Planner
Current
Dec 2014 - Present
Financial Advisor
Crowe Horwath Financial Advice (Formerly Whk)
Financial Planner, specialising in:- Retirement Planning- Investment Advice- Centrelink Entitlements- Estate Planning considerations- Gen 'Y' Financial Planning
Jul 2012 - Nov 2014
Paraplanner
Whk
Prepare compliant advice documentation;Financial research and modelling;Review and implement financial strategies;Prepare client reviews and research investment performance;Centrelink specialisation;Estate Planning specialisation;Staff training and mentoring.
Feb 2010 - Jul 2012
Customer Service Specialist
Nov 2009 - Feb 2010
Planner Assistant
Magnitude Financial Planning
Financial Planning administration;Implementation of SoA recommendations and platform establishment;
Mar 2008 - Jul 2009
Branch Service Consultant/Lending Specialist
Dec 2003 - Nov 2006
Team & coworkers
Colleagues at Morgans Financial Limited
Other employees you can reach at morgans.com.au. View company contacts for 854 employees →
FS
Fiona Stephens
Colleague at Morgans Financial Limited
Brisbane, Queensland, Australia, Australia
View →
GB
Gordon Barratt
Colleague at Morgans Financial Limited
Queensland, Australia, Australia
View →
DT
Damon Tune
Colleague at Morgans Financial Limited
Greater Brisbane Area, Australia
View →
KS
Kay Smith
Colleague at Morgans Financial Limited
Greater Sydney Area, Australia
View →
JP
Jamie Preston
Colleague at Morgans Financial Limited
Brisbane City, Queensland, Australia, Australia
View →
MA
Maria Antonia Barreto
Colleague at Morgans Financial Limited
Pascoe Vale, Victoria, Australia, Australia
View →
SM
Sandra Mason
Colleague at Morgans Financial Limited
Greater Sydney Area, Australia
View →
AL
Andrew Look
Colleague at Morgans Financial Limited
Brisbane, Queensland, Australia, Australia
View →
NM
Nicholas Merwald
Colleague at Morgans Financial Limited
Queensland, Australia, Australia
View →
JB
Jad Benmimoun
Colleague at Morgans Financial Limited
Sydney, New South Wales, Australia, Australia
View →
Fiona Stephens
Colleague at Morgans Financial Limited
Brisbane, Queensland, Australia, Australia
View →
GB
Gordon Barratt
Colleague at Morgans Financial Limited
Queensland, Australia, Australia
View →
DT
Damon Tune
Colleague at Morgans Financial Limited
Greater Brisbane Area, Australia
View →
KS
Kay Smith
Colleague at Morgans Financial Limited
Greater Sydney Area, Australia
View →
JP
Jamie Preston
Colleague at Morgans Financial Limited
Brisbane City, Queensland, Australia, Australia
View →
MA
Maria Antonia Barreto
Colleague at Morgans Financial Limited
Pascoe Vale, Victoria, Australia, Australia
View →
SM
Sandra Mason
Colleague at Morgans Financial Limited
Greater Sydney Area, Australia
View →
AL
Andrew Look
Colleague at Morgans Financial Limited
Brisbane, Queensland, Australia, Australia
View →
NM
Nicholas Merwald
Colleague at Morgans Financial Limited
Queensland, Australia, Australia
View →
JB
Jad Benmimoun
Colleague at Morgans Financial Limited
Sydney, New South Wales, Australia, Australia
View →
8 education records
Matthew Carlsen education
Bachelor Of Business (Economics), Business & Economics, 5.88 Gpa
Open Universities Australia/Swinburne University Of Technology
Advanced Diploma Of Financial Services (Financial Planning), Financial Planning
Kaplan Education
Diploma Of Financial Services (Financial Planning), Financial Planning
Kaplan Education
Self Managed Superannuation Specialisation Course, Financial Planning
Kaplan Education
Margin Lending 928S Specialisation Course, Financial Planning
Kaplan Education
Justice Of The Peace (Qualified)
Queensland Department Of Justice
Qce
St. Mary'S Catholic College, Woree
Education record
St. Augustine'S Cairns
FAQ
Frequently asked questions about Matthew Carlsen
Quick answers generated from the profile data available on this page.
What company does Matthew Carlsen work for?
Matthew Carlsen works for Morgans Financial Limited.
What is Matthew Carlsen's role at Morgans Financial Limited?
Matthew Carlsen is listed as Branch Manager at Morgans Financial Limited.
What is Matthew Carlsen's email address?
AeroLeads has found 2 work email signals at @morgans.com.au for Matthew Carlsen at Morgans Financial Limited.
What is Matthew Carlsen's phone number?
AeroLeads has found 2 phone signal(s) with area code 140 for Matthew Carlsen at Morgans Financial Limited.
Where is Matthew Carlsen based?
Matthew Carlsen is based in Cairns, Queensland, Australia while working with Morgans Financial Limited.
What companies has Matthew Carlsen worked for?
Matthew Carlsen has worked for Morgans Financial Limited, Crowe Horwath Financial Advice (Formerly Whk), Whk, Commonwealth Bank Of Australia, and Magnitude Financial Planning.
Who are Matthew Carlsen's colleagues at Morgans Financial Limited?
Matthew Carlsen's colleagues at Morgans Financial Limited include Fiona Stephens, Gordon Barratt, Damon Tune, Kay Smith, and Jamie Preston.
How can I contact Matthew Carlsen?
You can use AeroLeads to view verified contact signals for Matthew Carlsen at Morgans Financial Limited, including work email, phone, and LinkedIn data when available.
What schools did Matthew Carlsen attend?
Matthew Carlsen holds Bachelor Of Business (Economics), Business & Economics, 5.88 Gpa from Open Universities Australia/Swinburne University Of Technology.
What skills is Matthew Carlsen known for?
Matthew Carlsen is listed with skills including Coin Software, Financial Planning, Estate Planning, Centrelink, Technical Research, Compliance Documentation, Documentations, and Retirement Planning.
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