Matthew has over 17 years experience as a Financial Planner and specialises in complex technical issues required for pre and post retiree clients. He has extensive experience dealing with Self Managed Super fund (SMSF), personal insurance, investment advice and Centrelink issues.

He owns and operates Bayside Retirement Planning. His goal is to ensure clients make the most of the opportunities available to them.  

Matthew is a Certified Financial Planner® which is the highest professional designation attainable  in this profession. He also holds a Bachelor of Economics degree and an Advanced Diploma of Financial Services (Financial Planning).

Education and Experience

CFP®, B Ec, Dip FS (FP), Adv Dip FS (FP), AFPA
Authorised Representative of Infocus Securities Australia P/L

Matthew Kerr

Contact Matthew
 
Phone : 03 9585 1977 
Email: mkerr@baysiderp.com.au
Address : Building 22,
328 Reserve Road, Cheltenham 
Vic 3192

For a FREE consulation with Matthew, please fill in your details below

Testimonials

We engaged Matthew based on a recommendation several years ago and have never looked back. His knowledge and ability to develop complex, high performing strategies and financial structures to manage our personal and business financies, have proved to be invaluable. 

 

We highly recommend Matthew to anyone wanting to grow and protect their personal wealth.

Craig & Karen, Beaumaris VIC

Matthew took the time to understand our families financial goals and timeframes. He then presented tailored solutions to us that we discussed openly with him, leveraging off his wealth of experience in a variety of subject matter.  These open discussions enabled Matthew to finalise a tailored solution for my wife and I that we implemented.

 

Matthew is always available and open to discuss financial matters and changes to the industruy that he believes are important for us to keep abreast of or relevant to our own personal circumstances. His advice and knowledge is well researched and communitcated, which gives me great confidence that he genuinely cares about his cients and ensuring they are achieving their financial goals.

David & Kym, Mentone

To read more about the services we have provided to clients and their thoughts, Please visit our Testimonials page.

Visit

Building 22 328 Reserve Road Cheltenham, VIC 3192

 

 

Call

T: (03) 9585 1977

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Contact

mkerr@baysiderp.com.au

P.O Box 570

Mentone, VIC 3194

"This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own person circunstances. Although we consider the sources for this material relaiable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omisson. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in an products mentioned in this communication. This information is current as at the date of publish"

"Nepean Group Pty Ltd trading as Bayside Retirement Planning ABN 22 119 081 140 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No, 236523"