Matthew Watt

Matthew Watt

Matthew is an Adviser and Managing Director of Kelly Watt and Associates, and would describe himself as a passionate comprehensive financial adviser determined to ensure his clients reach their goals and financial potential.

Matthew has performed varying roles in the Financial Services industry since 2005 and became a Financial Adviser in 2008.

Areas he covers include providing comprehensive financial advice, Investment Planning, KiwiSaver, Life, Trauma and Income Protection Insurances as well as ACC levy management.

Matthew’s qualifications include;

  • Bachelor of Business (BBS) studies majoring in Economics and Finance from Massey University.
  • Graduate Diploma in business studies majoring Personal financial planning (GDBS PFP) from Massey University.
  • Certified Financial Planner (CFP)
  • Certificate in Financial Services – Australia and New Zealand Institute of Insurance and Finance (CFS)
  • Trusted Adviser (TA)
  • Member of Financial Advice New Zealand (FANZ)

Outside of work, he is blessed with a lovely family. Together they enjoy their ‘pretend farm,’ crafts, and cooking.

Get in touch with Matthew