"I take a holistic approach to wealth creation and preservation, risk protection, pre-retirement planning and portfolio management to assist you in meeting your goals."
Matthew has a business background and over six years of industry experience, holds a Diploma of Financial Advising (SIA) and Diploma of Financial Services – Financial Planning (Kaplan). He is also accredited in self managed super funds (SMSFs – Kaplan).
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Personal Insurance
- Portfolio Administration
- Retirement and Estate Planning
- Self-Managed Super Funds
Investment Style
Matthew seeks a comprehensive understanding of a client's financial circumstances and goals, ensuring that appropriate investments and strategies align with these. Matthew adopts a life-cycle approach to wealth management and has a particular interest in capital growth and income strategies, pre-retirement planning, SMSFs and wealth protection.
Industry Education & Experience
Qualifications
- Diploma of Financial Advising , Securities Institute of Australia, 2003
- Diploma of Financial Services (Financial Planning) , Kaplan, 2009
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am a partner of Morgans (Orange) which operates the business of Morgans Financial Limited - Orange. My employer remunerates me as your adviser by way of percentage of fees. As a Partner of Morgans (Orange), I will be entitled to a share of profits.