"I provide objective advice based on informed analysis, prudent judgement and diligent effort."
Matthew has been working in the finance industry since 2005, during which time he has worked both in stockbroking and investment banking.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Options and Warrants
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Matthew's aim is to develop a successful business, servicing retail and corporate clients in an advisory capacity in all areas of their financial needs. He specialises in derivative trading, medium to long-term portfolios, and focuses on using quality research and the timely flow of IPOs.
Industry Education & Experience
Qualifications
- Diploma of Financial Services (Financial Planning) , FINSIA, 2007
- Certificate IV in Business Management, TAFE NSW, 2006
- Certificate III in Banking, TAFE NSW, 2005
- Certificate III in Financial Services (Accounts Clerical), TAFE NSW, 2003
- Accredited Derivatives Advisers Level 1 , Kaplan, 2007
- ASX Accredited Derivatives Adviser Level Two, Kaplan, 2007
Professional Associations
- Associate Member of the Financial Services Institute of Australasia
Approved Competencies
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am a partner of Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Sydney Pty Limited, I may be entitled to a share of profits. As a Partner of Morgans Sydney Pty Limited, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.