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About Me

Matthew has progressed through his career with success, starting in commercial banking before moving to Commonwealth Securities in Sydney to then gaining various roles within private client advising and institutional equities whilst working with Taylor Collison Limited and Evans and Partners respectively.

Matthew holds a Bachelor of Commerce (Corporate Finance), he is accredited in National DTR Cash Equities, Margin Lending and ASIC Regulatory Guidelines 146 (RG146). Currently Matthew is completing a Graduate Diploma of Financial Planning through Kaplan Professional.

Areas of Focus

  • Aged care
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 8 Years
  • Licensed By
    Licensed By Ord Minnett Limited