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Mathew Camkin

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Certified

Mathew joined SWA Financial Planning in 2015. Equipped with a Certified Financial Planner accreditation, Bachelor of Commerce (Financial Planning) and Diploma of Financial Planning, he works as a financial adviser, providing comprehensive advice to our clients. Mathew is a member of the SWA Investment Committee which is responsible for researching and assessing fund managers for inclusion in our Approved Investment List as well as analysing companies and maintaining SWA’s direct share portfolios. Among other key duties, Mathew works in the technology and data systems department to innovate and further develop SWA’s technological capabilities. Outside of work, Mathew is an avid soccer supporter who enjoys spending time in the outdoors.

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Organisation

  • SWA Financial Planning

Company number

Services offered

  • Superannuation and retirement planning Investment and managed funds Wills and estate planning Direct shares

Certified products

Approved products

  • - Perpetual Ethical SRI - Alphinity Sustainable Share - Australian Ethical Australian Share - Nanuk New World Fund - Pengana WHEB Sustainable Impact - Pengana Axiom International Ethical Fund - Magellan Sustainable - Stewart Investors Worldwide Sustainability - Inspire Australian Equities Fund - Baillie Gifford Global Stewardship - Ethical Partners Australian Share

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Financial Adviser

Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.