Matthew O'Halloran CFP®
About Me
Matthew commenced his career in financial services with Heraud Harrison Pty Ltd; one of the founding firms of Shadforth Financial Group Limited; and has been working with clients in the provision of personal financial advice since 2008. Matthew gains satisfaction in developing tailored strategies that maximise outcomes for his clients. He is passionate about establishing and maintaining long term relationships and enjoys assisting people to achieve their personal financial objectives. Matthew holds the internationally recognised Certified Financial Planner™ designation, the highest qualification within the financial planning industry. He also holds a Bachelor of Business in Accountancy, a Diploma of Financial Planning and is a member of the Financial Planning Association of Australia. Away from work, Matthew enjoys keeping fit with a focus on cycling. He has a keen interest in motor vehicles and enjoys good food and wine with his friends and family.
Areas of Focus
- Aged care
- Cashflow management
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 12 Years
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Licensed By Shadforth Financial Group Limited