About Matt
Matt began his financial services career with us in 2019, spending three years within the Client Support Team before becoming a Trainee Paraplanner. He now assists the Senior Paraplanners and Advisers, undertaking research to identify solutions for our clients’ needs and objectives.
Outside of work
Matt’s hobbies are generally dictated by the weather. In the winter you’ll find him either watching football on the TV or down the yard helping his partner with her horse. In the summer he’s in the garden or playing cricket on a Saturday afternoon.
Importantly
QualificationsQualifications
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CII Diploma in Financial Planning – DipPFS
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CII Certificate in Financial Services – Cert CII (FS)
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CII Certificate in Discretionary Investment Management – CertPFS (DM)
On an ideal weekend, you can find me:
In the sun with my partner and a few friends, drink in hand, watching cricket or in the garden
The best gift I’ve ever received is:
A PS2 – Christmas 2000!
The thing at the top of my bucket list is:
Watch an Ashes test in Adelaide
Our team
The quality of service we’re renowned for is all down to our talented team. Get to know the people across our three offices.
Meet us
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