BAppFin, BEc, DipFP
Matthew is a director within the Family Wealth Management team based out of Sydney and maintaining a strong presence in Brisbane.
As an investment adviser, his key focus is providing personalised investment advice to assist clients in reaching their financial goals and gaining comfort with their financial situation.
He believes that successful investment strategies must be built around the unique circumstances and requirements of each client and adapted to accommodate changing market conditions. He advises across numerous structures such as self-managed superannuation funds, personal assets, family trusts and companies.
More recently he has assisted clients with developing portfolios for socially responsible investing as further environmental social and governance (ESG) focussed investments continue to present themselves to the market.
Matthew has a Bachelor of Applied Finance and a Bachelor of Economics from Macquarie University. He also has a Diploma of Financial Planning and attained accreditation by the Stockbrokers Association of Australia to provide advice on securities and managed investments. He completed his FASEA Financial Adviser Exam in December 2020.