Matthew is a highly experienced financial adviser who has spent over 12 years working in the financial services industry. During this time, he has provided expert advice to individuals, not-for-profits, and superfund trustees. Matthew takes great pride in offering clear and concise financial planning strategies, portfolio construction, and investment advice. He has a particular interest in aligning investment objectives with the ethical values of his clients.
Matthew holds the Graduate Diploma of Financial Planning and is a member of both the Responsible Investment Association of Australasia and the Ethical Advisers' Cooperative.
In his free time, Matthew enjoys spending quality time outdoors with his family, especially going surfing with his young boys.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
