Matthew Wilson CFP®
About Me
For over 20 years, Matthew Wilson, Principal Advisor and Founder of Wilson Smart Investment and Wealth Management, has acquired expert knowledge in funds management, stockbroking, wealth management and financial planning, while being recognised academically with awards in superannuation and professionalism/Ethics.
Since May 2020, Matthew has been the Principal Advisor and Founder of Wilson Smart Investment & Wealth Management. Prior to launching Wilson Smart, Matthew worked with the National Australia Bank for 20 years. From 2015, Matthew was Principal Advisor with a NAB Financial Planning franchise. Prior to this, for 15 years, he was aligned to NAB Specialised Business Banking and NAB Health. During this time Matthew provided leading wealth management advice solutions to the healthcare sector, in particular to specialist practitioners, general practitioners, aged care owners, pharmacists and veterinarians. This is an industry that Matthew and Wilson Smart continues to specialise in.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 21 Years
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Licensed By Godfrey Pembroke Group Pty Ltd