"I am a great advocate of the theory; your money should work for you. My goal is to assist you in becoming financially independent, allowing you to concentrate on the more important things in life."
Matt Ryan has over 17 years experience in global financial markets, predominantly Australia, Japan and Singapore. Upon returning to Australia in 2016 Matt became an adviser with Morgans. He spent a decade with Macquarie Securities managing the Japan and Singapore trading desks. Prior to this he was based in Sydney with Credit Suisse Asset management trading their International Equity portfolio.
Services and specialities
- Financial Planning
- Personal Insurance
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
Investment Style
Matt brings his international advisory experience to high net worth and SMSF clients, helping them navigate domestic and international markets. He also helps improve the returns of charitable organisations, by considering all investment classes available. Tailoring asset allocation to each clients specific situation is a critical part of the investment process. The product offering available to investors has improved dramatically in recent years and Matt embraces these products to improve returns and diversify risk.
Industry Education & Experience
Qualifications
- Diploma of Financial Markets, Finsia, 2006
- Graduate Diploma of Financial Planning, Kaplan, 2015
- TPB Commercial Law, Kaplan, 2019
- TASA and the TPB Code of Professional Conduct, Kaplan, 2019
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Securities
- Superannuation
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me by way of percentage of fees.