I began my Financial Planning career in 2016 and became a licenced Financial Adviser in 2018. I enjoy travelling with my fiancé, keeping active, and meeting people from all walks of life.
I love my job as it affords me the opportunity to meet new people and to help my clients achieve financial security and success.
I am friendly and easy going, but work very hard to support all existing and prospective clients.
I am happy to meet all prospective clients, so please feel free to contact me to organise an obligation-free first meeting.
Our office in Warner's Bay is easily accessible with parking right outside.
All fees are discussed transparently and well in advance so you're never kept in the dark.
Matt is always available to answer our enquiries. He has been amazing at helping us work through the complexities of our superannuation and retirement planning. We would highly recommend Matt as a Financial Planner.
Matthew was recommended to me to assist with my financial matters in preparation to retire . Matthew showed excellent listening and communication skills to help me understand and make a very informed decision of what I would like to do to move forward. Matt has excellent verbal communication and also provides a written resource to refer back too when required as the processes are happening. I found Matt was always available to assist with questions and met timelines that were provided. I would not hesitate to recommend Matt to family and friends to get financial advice.
When we first met Matthew, my wife and I were approaching retirement and needed advice. We are both risk averse and found Matthew to be considerate and understanding of our needs. It was helpful and settling to find someone that can explain our potential options in a manner that we found was totally professional and caring. He made my wife and I feel very comfortable with his methodology and the ongoing conversations, as we planned our future.
When my portfolio was first handed to Matt for management I must admit I was hesitant to make the change however, over the last few years Matt has proven himself to me to be a caring, knowledgeable adviser. He has always been friendly and courteous and called a spade a spade. All the time allowing me to make my own decisions based on sound and fair advice. I would recommend Matt to anyone and intend to keep him as my adviser regarding my long-term financials. I hope he's available for a very long time.
Matt is a brilliant financial adviser who was always approachable and thorough with his advice. Matt never used financial jargon when discussing my financial options and has provided me with valuable knowledge that I am very grateful for. Since seeking financial advice from Matt, I have seen significant growth in all of my investments. Matt is a likeable young man with the utmost integrity and diligence. I will continue to seek financial advice from Matt and highly recommend others to do the same.
- Adviser status Platinum
- Number of reviews 16
- First year providing advice 2018
- Years of experience 5
- Bachelor of Business
- Bachelor of Commerce
Evolution Business & Personal AdvisersUnit 1, Suite B2, 335 Hillsborough Road
Warners Bay, NSW 2282
- 8:30am – 5:00pm Monday – Friday
Count Financial Limited