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Curt Mathews
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Client Advisers in Tasmania
Alister McCrae
Andrew Inglis
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Charles Badenach
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Curt Mathews
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Mathew Taylor
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Curt Mathews
Private Client Adviser
Email:
curt.mathews@sfg.com.au
Phone:
03 6323 2323
Curt is a Private Client Adviser with Shadforth Financial Group. Curt has completed the Diploma of Financial Planning, the Graduate Diploma of Applied Finance and is a Senior Associate of the Financial Services Institute of Australia.
Curt has previously worked for Centrelink for 7 years with roles in Devonport and Canberra, and has over 10 years banking and investment experience with the Commonwealth Bank, Suncorp and the Queensland Investment Corporation. Upon returning to Tasmania, Curt was initially employed by Shadforth Financial Group as a paraplanner and then as a Private Client Adviser with the firm.
Curt specialises in financial planning and investment advice for private clients with a focus on retirement planning, wealth accumulation, superannuation and Centrelink advice.
Apart from spending time with family, Curt is also an avid golfer and is a board member of the Northern Tasmanian Golf Association.
Client Endorsements
We’ve always been very impressed with the way Curt manages our super portfolios and Centrelink pensions. The portfolio structures and automatic financial transactions means that we can concentrate on what we love doing most — travelling!
John and Robyn Tate
Ulverstone, Tasmania
"We recently had occasion to list some shares for sale which was a first time event for us. We chose Shadforth based on word of mouth reputation. We were introduced to Curt Mathews who clearly explained the sale process in a friendly and easily understandable manner. Should we have the need for any other services in the future, we shall assuredly seek Curt’s attention. He’s a valuable representative of Shadforth and an excellent asset to his clients."
Garry and Deborah Ridge
Scottsdale, Tasmania
"Curt and I have developed an excellent rapport and mutual respect for one another. Although I have some financial knowledge, I know Curt’s is vastly greater, so I am happy to rely on him with the added confidence and trust that he’ll always consult with me regarding portfolio changes."
Anne Boot
Launceston, Tasmania