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.
Matt was amazing to work with. He provided detailed and clear information which we were able to understand and helps us feel confident in our decisions. We are so thankful to have Matt on our side helping us grow our investments. I highly recommend him to anyone seeking professional financial advice.
Matthew was amazing as to how he explained complex topics in a way that made it easy for us to understand. He has made a huge difference to my financial situation and I would highly recommend him to anyone seeking professional advice.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2004
- Years of experience 19
- Master of Business Administration
Thesan Private WealthLevel 14, 307 Queen St
Brisbane City, QLD 4000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Tfs National Pty Ltd