Bayside Retirement Planning

Building Twenty Two,328 Reserve Road, Cheltenham, VIC, 3192

phone 03 9585 1977

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Our team

Matthew Kerr
Financial Adviser

Matthew has over 15 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.His goal is to ensure clients make the most of the opportunities available to them.  


Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services