Matthew Illana has worked in Financial Services for 15 years, starting his career in Business Banking before moving into Financial Planning in 2006. Matt commenced within client services, then moved into para planning before his first role as a financial adviser in 2008 with a major bank. Since then, Matt has worked in various boutique financial planning businesses as a senior financial adviser before commencing his own financial planning practice, MPL Wealth Management in 2017. MPL Wealth Management is part of a broader network of like-minded professionals which encompasses tax and accounting, mortgage broking and estate planning to ensure total financial solutions for all clients thus providing peace of mind.
Matt provides advice to clients in all areas of financial planning including risk protection, wealth creation, superannuation, SMSF, retirement planning, Centrelink, estate planning, cash flow analysis and goal setting. Matt strongly believes in building long- term personalised relationships with all clients so he can better understand what is important to them.
Everyone’s goals and objectives are different, and there is no ‘one size fits all’ approach. Matt understands what may be important to one client might not be important to another. Matt will formulate specific strategies and then tailor a financial plan exclusively to each individual client’s needs, enabling them to achieve the specified outcomes they desire.
Matt holds a Bachelor of Banking and International Finance from Flinders University (2005), a Post Graduate Diploma of Financial Planning through FINSIA (2008) and he has attained specialist knowledge accreditation in Derivatives (2008) and Self Managed Superannuation Funds (2013) through KAPLAN.
Matt married his wife Sharleene in 2016 and has a young family. They love travelling overseas, experiencing different cultures and were even married in a small town in Spain where his father was born. Matt, and the MPL Group, are also actively involved in supporting local events in the western suburbs of Adelaide and enjoy giving back to the community.
Christina jointed Matt’s team in 2018. Christina has over 15 years experience in the financial planning industry. She has worked in a range of different roles within the financial planning industry which include being a Practice Manager, National Financial Planning Coordinator and Client Services Manager. She has worked in various size firms ranging from small to multi-national companies.
Christina has completed a Diploma of Financial Planning. She has a solid background in all elements of financial planning, and she is passionate about helping Matt’s clients achieve their goals.
Christina can be contact by phone on 0424 801 816, or by email at email@example.com
Client Services Officer
Abby jointed Matt’s team in 2021. Abby has worked in the financial planning industry for over 3 years. She has worked previously as a Client Service Administrator/Receptionist.
Abby has completed a Diploma of Financial Planning. She has recently moved to Adelaide from Horsham and has started a Commerce Degree at Deakin University. Abby brings to Matt’s team exceptional customer service support.
Abby can be contact by phone on 0481 764 601, or by email at firstname.lastname@example.org
Working Days: Monday, Tuesday, Thursday, Friday
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|Financial Planning||(02) 8599 0835 (Option 1)||email@example.com|
|Accounting||(02) 8599 0835 (Option 2)||firstname.lastname@example.org|
|Conveyancing||(02) 8599 0835 (Option 3)||email@example.com|