With a privately owned licensee, Allerton Private Wealth was formed in 2019 to provide clients with high quality, transparent, honest and cost effective advice. We are a specialist advice business which helps our clients by providing clarity and insight into their financial position and we then work in partnership to achieve what’s most important to them.
Focusing on holistic advice and client goals, Allerton Private Wealth support clients across a range of areas including:
Synchron Advice Pty Ltd is one of Australia’s largest financial services licensees with approximately 300 authorised representatives situated Australia wide. All advisers meet industry training and continuing education standards and must abide by strict industry standards. Each adviser is registered with the Australian Securities and Investments Commission (ASIC).
Justin Allerton; Matthew Farrugia and Allerton Private Wealth Pty Ltd are authorised representatives of Synchron Advice Pty Ltd.
Justin Allerton, Principal & Private Client Adviser
Justin has been working in financial planning since 2007 and has been providing specialised, personal financial advice to clients since 2011.
Outside of work Justin enjoys following most sports with a keen interest in AFL and cricket, fly fishing and spending time with his family and friends.
Matthew Farrugia, Private Client Adviser
Matthew holds a Bachelor of Commerce and Finance degree majoring in Financial Planning and is also a Certified Financial Planner (CFP) practitioner through the Financial Advice Association Australia. Matthew has been working in financial planning for over 10 years and has been providing personal financial advice to clients since 2016.
Areas of expertise include Superannuation and Retirement Planning, Tax Optimisation, Estate Planning and Risk Management. Matthew is passionate about helping to understand clients’ unique needs and their financial goals, educating clients on financial literacy, empowering them to make informed decisions along with creating a roadmap for their financial future and guiding them along the way.
Outside of work Matthew enjoys having an active and healthy lifestyle by going to the gym and playing soccer along with spending time with family and friends.
Who We Work With
Allerton Private Wealth are a privately owned financial planning firm offering a diverse range of financial planning and financial advice services for clients at every life stage.
Whether you've started your first job, or in retirement - see how we can help you achieve what's important to you.
Young Professionals
Have you just started your career and want to make sure you're making the most of your financial situation?
Families
Do you have a family, or planning to start one and want to make sure you have a plan for your home, schooling and insurances?
Approaching Retirement
Are you nearing retirement and want to make sure you have enough to maintain your level of living?
In Retirement
Are you retired and want to find out how you can pass wealth down generations or if you're eligible for the Centrelink Age Pension?
Aged Care
Do you or a loved one need to enter aged care and are unsure of the impact this will have on your assets and cashflows?