We were a bit apprehensive about how our finances would be in retirement, because as small business operators, there had never been much left over...

Chris and Robyn

Matthew Brown CFP® - Managing Director

Financial Planner, Broadbeach Office

Matthew is the founding owner of Josman Financial Group and its associated companies. Matthew developed his Financial Planning experience commencing with AMP as an Insurance Agent, moving into Westpac Banking Corporation for 12 years as an Executive Financial Planner, Matthew soon became one of the top 10 Financial Planners within Westpac receiving many awards for his level of professionalism and Financial Planning services offered to clients.

Matthew continued to broaden his career by establishing the Josman Financial Group in 2004 employing only 10 staff from the existing business - Asset Planning Pty Ltd. Over the past 5 years Josman has extended to employ 14 in two locations - Broadbeach and Ballina and achieved numerous goals through the Charter Financial Planning Limited licensee group including becoming a Certified Quality Advice Practice in 2008. Matthew is a qualified CERTIFIED FINANCIAL PLANNER® practitioner. Matthew is a Charter Financial Planning Limited comprehensive adviser accredited in providing advice on all aspects of financial planning.

Over the years Matthew has developed many client relationships both locally around the Gold Coast and Brisbane, but also with his extensive referrals to clients in Sydney, Melbourne and internationally in Thailand, Bali, India, New Zealand, Dubai, USA, UK and Europe.

As a Financial Planning Professional, Matthew is a member and Gold Coast Chapter Chair of the Financial Planning Association, and has recently been voted onto the National Board of the Financial Planning Association as a Director, the peak professional body for Financial Planners in Australia. Community is very important to Matthew with his involvement in the Gold Coast Titans, Coach of Junior Soccer at Broadbeach United Soccer Club, Vice President of the Surfers/Broadbeach Chamber of Commerce and also on the Board for Broadbeach Alliance Ltd, host of many local events within the Broadbeach precinct.

Matthew is married to Angela and has two children, Joshua and Tahlia. His hobbies and interests include Golf @ Royal Pines, his beloved Gold Coast Titans Football Team, boating and his family and is always seen around Broadbeach where he feels mostly at home.

Matthew can be contacted on:

Ph: 07 5554 4000 and 0418 747 559 or on email - advice@josman.com.au

 

Personal Insurances

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on your premiums!

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Specialist Advice in:
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Location:
BROADBEACH

8.30am - 5.00pm

DAILY

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Josman Planning Pty Ltd and Josman Ballina Pty Ltd are both trading as Josman Financial Group
and are Corporate Authorised Representatives of
Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: Level 9, 750 Collins Street, Docklands, GPO Box 2830AA, Melbourne VIC 3000

 

 
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