Matthew completed a Bachelor of Business (Accounting) in 2007 at Victoria University where he graduated majoring in financial planning, finance and accounting.
Matthew commenced his career at a small boutique firm in Ringwood where he found a passion for helping people in all aspects of their financial situation. While there he commenced his study in becoming a Certified Financial Planner.
After taking a year off to travel abroad, Matthew has created a rewarding career in Financial Planning working with families and small business owners in helping them create their ideal lives, having the right balance of leading a fulfilling life and working to secure their financial future.
In addition to his years of experience working in both industry super fund and private businesses, Matthew has also completed specialist studies in Self Managed Super Funds and Aged Care Financial Advice.
At the end of 2020 he established his own business to expand on his unique work styles and flexibility with client base.
Matt has been instrumental in helping me with my business and financial affairs. As a small business owner, sometimes it's hard to see all your hard work paying off but our planning sessions have been invaluable to give me hope and see that retirement is not far away. Thanks Matt
Matthew has given me advice in areas including loan products, self managed super funds and managing debt. Through Matthew's knowledge and experience, I feel very confident that the advice given was right for my needs.
Matt has been extremely helpful in organising my financial affairs. Huge level of trust in his ability and professionalism.
Matthew has given us advice on our income strategy with our self managed super fund and has helped with our dealings with Centrelink when needed. Matthew has shown a great deal of knowledge and we trust him with managing our portfolio. We would recommend him to family and friends.
Matthew has understood my personal circumstance and been able to advise me in a way that suits them . He is friendly , approachable and knowledgeable which gives me confidence in the process . He allows my input which I appreciate .
- Adviser status Platinum
- Number of reviews 47
- First year providing advice 2008
- Years of experience 14
- Certified Financial Planner (CFP)
Smarter Wealth13 Church St
Keilor, VIC 3036
- 8:00am – 5:00pm Monday – Friday
Australian Investment & Insurance Group Pty Ltd