Matthew has over 12 years’ experience in the finance industry, gaining qualifications in a Bachelor of Applied Finance and a Diploma of Financial Services (Financial Planning).
With a background as the technical expert (wealth advice) of a global financial institution, Matthew leverages his strategic knowledge to assist individuals, superannuation funds, companies and trusts to achieve their financial goals.
Matthew’s strategic experience has assisted numerous clients to optimise their financial position and achieve their lifestyle goals in an effective manner.
Seeking to educate individuals by providing technical insight and considered personal advice, Matthew enables clients to make sound decisions and understand their financial journey.
Matthew’s objective is to provide tailored portfolio solutions, balanced between capital preservation, capital protection, growth and income.