Matthew Carlsen

Matthew Carlsen is a seasoned financial planner with extensive experience in the financial services sector. Currently serving as a Senior Financial Planner at Morgans Financial Limited since December 2014, Matthew's expertise encompasses retirement planning, investment advice, Centrelink entitlements, estate planning, and Gen 'Y' financial planning. Previous roles include Financial Advisor at Crowe Horwath Financial Advice (formerly WHK), and Paraplanner at WHK, where Matthew specialized in financial strategy implementation and client reviews. Matthew's foundational experience includes positions at Commonwealth Bank of Australia, Magnitude Financial Planning, and Suncorp. Educational qualifications include a Bachelor of Business (Economics) from Open Universities Australia/Swinburne University of Technology and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education, among other financial planning specializations.