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Opal Advice

Opal Advice

Financial Planning Toowoomba

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07 4659 4688

07 4659 4688

  • Home
  • About Us
    • Our Team
    • Testimonials
  • Services
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  • Contact
About Opal Advice

About Us

At Opal, we provide our clients with trusted advice and practical steps to reach their financial goals.

Your future is our business and we help you to own it.

Meet Opal’s team of experienced professionals.

Matt Long

GradDipFinPlan, B.Com
Authorised Representative Number: 1003311

Director and Senior Financial Adviser

matt@opaladvice.com.au

Matt has held a licence to provide financial advice since 2005 and enjoys impacting the attitudes of his clients towards financial wellbeing. He assists business owners and professionals to build and then transition to retirement. He utilises specialist qualifications to include superannuation strategies in preparing clients for their retirement.

Matt also leveraged his planning skills to assist clients with tailored investment portfolios, succession and estate planning and risk mitigation advice.

Matt holds a degree in Commerce and a Graduate Diploma of Financial Planning.

When not working with his clients, Matt enjoys looking for the world’s best sushi with his 2 teenage sons, playing golf and travelling.

View Matt’s Adviser profile

Darren Morris

AdvDipFP, B.Comm, CFP®
Authorised Representative Number: 398508

Director and Senior Financial Adviser

darren@opaladvice.com.au

Darren has been providing holistic financial planning advice since 2007 and joined the Opal team in 2016. He holds the Certified Financial Planner designation, which is the highest standard in financial planning worldwide. In addition, he has an Advanced Diploma of Financial Services (Financial Planning) and a Bachelor of Finance degree from the University of Southern Queensland.

Darren is licenced to provide advice on all facets of financial planning, including, risk insurance, managed investments, superannuation and retirement planning, cashflow modelling and taxation planning. He specialises in the development of comprehensive, strategic advice to successful business owners, professionals and retirees.

Darren enjoys spending time with his family, watching sport, doing the occasional cryptic crossword and keeping fit, with park runs an essential Saturday morning fix.

View Darren’s Adviser profile

Teresa Robertson

Client Services Manager

teresa@opaladvice.com.au

Teresa is our Client Relationship Manager and ensures that the client experience at Opal is world-class. She also provides a high level of support to our Advisers and Directors.

She commenced with Opal in 2020 and has over 13 years experience in the Financial Planning Industry.

Teresa enjoys travel and spending time with family and friends.

Let’s chat about how we can help you

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Contact

28-32 Neil Street,
Toowoomba QLD 4350

07 4659 4688

admin@opaladvice.com.au

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Matt Long is a Sub-Authorised Representative No 1003311 of Opal Advice Pty Ltd, Corporate Authorised Representative No 1304390 of Professional Investment Services Pty Ltd, AFSL 234951, ABN 11 074 608 558.

Darren Morris is a Sub-Authorised Representative No 398508 of Opal Advice Pty Ltd, Corporate Authorised Representative No 1304390 of professional Investment Services Pty Ltd, AFSL 234951, ABN 11 074 608 558

This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision.  You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.

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