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Matt Hollyman
BBus GDipAppFin GDipFP
Senior Private Client Adviser / Partner of Milton
As markets ebb and flow, it is my personal relationship with clients that enables them to trust and profit from my advice.
Matt has been working in financial services since 1999 in a variety of capacities. Experienced in investments, financial planning and superannuation, Matt directs his efforts to building and managing wealth for small business operators, professionals and retirees through shares, managed funds and cash-based products.
Investment Style
Matt aims to make money for his clients through a range of strategies. The genesis of these ideas comes through knowing markets and knowing his clients. Matt works hard to get the best for his clients.
Services and Specialties
Retirement and Estate Planning
Fixed Interest and Cash Management
Self-Managed Super Funds
Margin Lending and Gearing Strategies
Superannuation Advice
Portfolio Administration
Wealth Management
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Graduate Diploma of Financial Planning
Bachelor of Business (Management and Marketing)
Graduate Diploma in Applied Finance and Investment
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Financial Planning
Margin Lending
Superannuation
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
Managed Investments
Direct International Equities Trading Adviser
Life Insurance
Generic
Securities
Tax (financial) Adviser
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of percentage of fees. As a shareholder of Forefront Financial Services, I may be entitled to a share of profits. As a Partner of Forefront Financial Services, I will be entitled to a share of profits.
