B Comm Dip Fp ASIC Authorised Representative Number 260334
Matthew has a wide ranging background in business, finance, taxation and accounting with over 25 years’ experience, firstly as an Accountant before becoming a Financial Planner. Matthew has been in the Financial Planning Industry since March 1998 and has been the principal of his own financial planning practice since 2003.
Matthew is happily married to Tanneil and they have 3 daughters. His interests include golf, snowboarding, tennis, squash, cricket, surfing, travelling, movies, reading, camping and spending time with his family and friends. For the last 2 years Matthew has also managed his daughter’s hockey team.His strong interest in helping people with their financial and lifestyle well-being combined with his financial technical skill, drew Matthew to the financial planning industry.
Matthew has studied a Bachelor of Commerce degree from Newcastle University majoring in Financial Accounting and the Diploma of Financial Planning from Deakin University. Matthew is a Registered Tax Agent and is a member of the National Tax & Accountants Association (NTAA).
Matthew has particular expertise in the areas of retirement planning, superannuation, investments and insurance. His emphasis is on building a professional, integral and lasting relationship with clients with the objective of assisting them to achieve their financial and lifestyle goals.
Qualifications: Diploma of Financial Planning Bachelor of Commerce mjr Financial Accounting Registered Tax Agent
NTAA - National Tax and Accountants’ Association