About Me

I work closely with clients to understand their goals and objectives to formulate an personalised plan of ongoing investment and strategic advice.Matt began his Financial Planning career in Adelaide in 2002 before working in various roles based in Melbourne, the United States, London and Hong Kong. Matt holds a Bachelor of Applied Science, Graduate Diploma in Financial Planning and has completed the Certified Financial Planner (CFP) qualification with the FPA. The CFP mark is the highest financial planning qualification in Australia.Matt believes in giving independent and non­conflicted advice with a goal of building long term relationships built upon regular reviews and open communication. Matt specialises in providing advice on Direct Equities, Listed and Unlisted Investments, Superannuation including Self­ Managed Super Funds (SMSF), Asset Allocation, Financial Planning Strategy, Structures, Tax Effective Income Streams and Estate Planning.