About Me

Matthew’s experience within the Financial Services industry spans over two decades, during his
professional career he has personally managed over $400 million of client funds and held national roles with AMP, BT and QSuper while providing consultation to Government bodies in shaping the future of the Financial Planning Industry.

Matthew thrives on educating clients on the important of strategic holistic investing and assisting them in achieving their financial goals. He is currently completing his Master of Business Law (MBL), holds a Master of Business Administration (MBA), Graduate Diploma of Financial Planning, Advanced Diploma of Financial Services (FP), and a Cert IV in Financial Service (Mortgage Broking).

He is a ‘Fellow’ of the Australian Institute of Managers & Leaders, ‘Senior Associate’ of the Financial Services Institute of Australasia, and a member of both the Financial Planning Association of Australia and Self-Managed Superannuation Association.