Matthew Watt - Financial Adviser - Kelly Watt & Associates

Matthew is a Financial 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.