"My focus is to create, manage and protect wealth through effective financial management. I provide objective advice based on informed analysis and diligent effort."
Matthew focuses on long-term wealth creation and portfolio management tailored to each client's specific financial goals and objectives. Matthew has previous experience in accounting, finance and currently holds a Diploma of Financial Planning.
Services and specialities
- Financial Planning
- Personal Insurance
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
Investment Style
Matthew adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.
Industry Education & Experience
Qualifications
- Bachelor of Science, The University of Sydney, 2009
- Diploma of Financial Planning, Monarch Institute, 2015
- Master of International Finance/Master of Professional Accounting, Deakin University, 2016
Professional Associations
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.