Matthew’s experience within the Financial Services industry spans over two decades, during his professional career he has personally managed over $400 million of client funds and held national roles with AMP, BT and QSuper while providing consultation to Government bodies in shaping the future of the Financial Planning Industry.
Matthew thrives on educating clients on the important of strategic holistic investing and assisting them in achieving their financial goals. He is currently completing his Master of Business Law (MBL), holds a Master of Business Administration (MBA), Graduate Diploma of Financial Planning, Advanced Diploma of Financial Services (FP), and a Cert IV in Financial Service (Mortgage Broking).
He is a ‘Fellow’ of the Australian Institute of Managers & Leaders, ‘Senior Associate’ of the Financial Services Institute of Australasia, and a member of both the Financial Planning Association of Australia and Self-Managed Superannuation Association.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 2
- First year providing advice 2004
- Years of experience 20
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Highest qualification
- Master of Business Administration
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Language spoken
- English
Thesan Private Wealth
Brisbane Club Tower, Level 7, 241 Adelaide StBrisbane, QLD 4000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Tfs National Pty Ltd
AFSL 532141