Senior Financial Adviser
Matthew is a highly experienced financial adviser who for has worked in the financial services industry since 2008. During this time, he has provided expert advice to individuals, not-for-profits, and superfund trustees. Matthew takes great pride in offering clear and concise financial planning strategies, portfolio construction, and investment advice. He has a particular interest in aligning investment objectives with the ethical values of his clients.
Matthew holds an Graduate Diploma in Financial Services and is a member of both the Responsible Investment Association of Australasia and the Ethical Advisers' Cooperative. Matthew also volunteers for a local charitable foundation, the Norther Rivers Community Foundation, where he sits on the investment committee.
In his free time, Matthew enjoys spending quality time outdoors with his family, especially going surfing with his young boys.
Matthew is supported by Kara Lewis (Paraplanner) and Alicia Wong (Client Relationship Manager).