"Having survived the biggest global financial crisis of our lifetime, I have ample experience to provide investment advice to help clients meet their financial goals and objectives."
Matthew is a senior adviser with Morgans. With background experience in accounting and financial planning, Matthew has over 10 years experience in the finance industry and now specialises in providing investment advice to retail clients on financial investments including Australian and overseas listed equities, fixed interest securities, property trusts and cash investments. Matthew is also an accredited derivatives adviser.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Superannuation Advice
- Wealth Management
Matthew's investment style is dedicated to the client's financial needs and objectives. Using both fundamental and technical analysis, Matthew carefully considers a suitable investment strategy based on a client's tolerance to risk.
Industry Education & Experience
- Bachelor of Business (Accounting), QUT, 1998
- Certified Practising Accountant, Deakin University, 2004
- Diploma of Financial Planning, Deakin University, 2005
- Certified Practising Accountant
- Tax (Financial) Adviser
I am employed by Edward Street Stockbroking Pty Ltd which operates the business of Morgans Financial Limited - Brisbane - Edward St. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Edward Street Stockbroking Pty Ltd, I may be entitled to a share of profits. As a Director of Edward Street Stockbroking Pty Ltd, I will be entitled to a share of profits.
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Managed Investments
- Margin Lending