Having worked in the finance industry for the better part of my life, I started Financial Planning in 2006. Up to that point, I had a successful and educational tenure with Macquarie Bank, I then moved to Central Queensland to be a part of the Commonwealth Financial Planning network. In 2013, I joined the Altitude Wealth Solutions network and have never looked back.
Financial Planning has a wide scope of characteristics, but at the very heart of it; to place a client in a better and well-informed position. I have a solid track record of assisting people to set and meet their goals. I offer plain-talking dialogue to develop a meaningful and trusted connection so you can be successful.
I am dedicated to quality financial plans and to their monitoring. My mandate is ongoing consultation to ensure your financial plan adapts to your situation and to the impacts of legislative changes and economic conditions. My expertise and experience is focused on developing your financial freedom with soundly constructed investment portfolios and strategic planning. The satisfaction in assisting a client to their retirement goals is amazing!
I hold an Advanced Diploma of Financial Planning and I am currently pursuing further study with the Association of Financial Advisers. I am proud to have an unblemished compliance history and to be a part of a well-resourced business with experienced support and other experienced finance professionals.
What Clients say about Matt.
"Matt has always been extremely helpful and quick to respond to any requests for information or assistance. He responds with easy to understand information."
"I have used Matt, particularly for my superannuation and insurance needs, for several years and highly trust his advice."
"Matt and his assistant Mandy are always very helpful and friendly and act very promptly to my requests. Lorraine 4671"
"Matt acts promptly to my requests for information. He is easy to talk to, explains things simply and in everyday terms, is interested in me as a person as well as a client, always makes time for me and no question is too 'silly'.
"I trust Matt completely to look after my financial well being. He provides honest opinions and is assisting me build my nest egg for retirement. I would recommend Matt to anyone looking for a financial adviser."
To see more client reviews, click on the Adviser Ratings link on this page.