The Financial Planning Association of Australia The Financial Planning Association of Australia

Matthew Morrison, CFP®


Name Matthew Morrison CFP®
Address Level 10 369 Royal Parade
Parkville, VIC 3052
Phone 03 88884000

Matt commenced in the financial services industry in 2001, and has been a Financial Adviser for over 18 years. Matt has headed up The Practice Wealth Management team since 2009. As a Financial Adviser, Matt and The Practice - Personal Wealth Advisory team work with a range of clients (couples, individuals and business owners) to help clients 'Live their best life', by helping clients develop and implement holistic financial strategies to align their financial decisions with their most important goals and their most deeply held values.Matt specialises in wealth creation strategies, superannuation and retirement strategies, SMSFs, wealth protection, personalised investment strategies, business succession planning and estate planning. He is also the author of the book 'Freedom, Lifestyle & Legacy' which was published in November 2019.Matt and The Practice Personal Wealth team are dedicated to help you build a better future by first helping you develop clarity around what you want to achieve and then developing and implementing strategies to build towards financial freedom – whilst also protecting your wealth along the way. All advice is delivered in an easy to understand language.Matt has a Business Degree from RMIT, majoring in Financial Planning. He is also a Certified Financial Planner (‘CFP’), the highest designation in Financial Planning.

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