I’ve worked in the financial planning industry since 2009, helping clients of all ages and across different financial stages.
I love the number-crunching side of what we do, but what gives me a huge buzz is finding out what makes people tick and coming up with ideas and options they hadn’t thought of before.
It’s providing that sense of relief that comes from knowing that everything is under control and seeing how today’s decisions impact the future that gets me out of bed each day.
I’m a Certified Financial Planner with a Bachelor of Business majoring in Financial Management at La Trobe University. In early 2018, I was fortunate enough to attend the MLC Strategic Leadership program at the Stanford Graduate School of Business.
Outside work, I enjoy spending time with my family and friends and keeping fit with regular exercise and gym work. An ideal holiday for me involves a bit of adventure mixed with ample time for relaxation. New York City is at the top of my list of favourite places I’ve visited so far.
Meet Ron and Wendy
Matt has been working with Ron and Wendy as their Financial Adviser for many years.
Meet Graeme
Graeme has been following our advice for many years.
~ Steve Jobs