Mat Bateman

Advanced Dip.FS (FP) Senior Financial Planner 0429 993 396 Download My Bio Meet Mat Bateman, Financial Planner In Perth

Mat is a Senior Financial Planner, backed by the team at TAG Wealth.

Mat has 20 years’ experience working in the Financial Planning industry. He works extensively through WA regional centres such as Albany, Bunbury and Geraldton.

Mat has a great ability to help clients understand the more sophisticated areas of the financial landscape. He will replace confusing financial jargon with everyday language that is easy to understand.

Mat can help you with:

  • Financial Planning
  • Superannuation
  • Insurance & Wealth Protection
  • Salary Sacrificing
  • Wills
  • Investment Planning & Advice
  • Debt Reduction
  • Tax Minimisation
  • Borrowing to invest
  • Asset Protection
  • Transition to Retirement
  • Pension Planning

Mat lives in Manning with his wife Linda and their two boys. Linda is a school teacher at Manning Primary School.

Mat has many strong community ties via his great passion for AFL football. He is a premiership coach at Manning JFC and is the current Director of Football at WAFL club Perth. Mat is also heavily involved with the Footy Champs program that provides a platform for disabled children to take part.

Contact Mat today for a holistic discussion about your financial and lifestyle goals.

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