Matthew has worked in the financial services industry for over 20 year and holds the industry’s highest certification as a CERTIFIED FINANCIAL PLANNER®.
Matthew has a particular passion for helping clients identify and achieve their personal, family and business goals. Providing clients with information to clearly understand their options is important to him.
After a stint in London, Matthew worked with Ord Minnett for 2 years. He was a Private Client Adviser with Shadforth Financial Group for over 17 years and joined Synectic in June 2017.
Matthew’s qualifications in both Accounting and Financial Planning position him well to service a range of clients, including investors, retirees, self-managed super fund trustees and business owners. Matthew’s qualifications include
- Bachelor of Commerce (Accounting & Finance)
- Advanced Diploma in Accounting
- Diploma of Financial Planning
- Graduate Diploma in Applied Finance and Investment
Matthew works closely and intelligently with the accountants, tax specialists and business advisers at Synectic, putting him in a privileged position to seamlessly deliver holistic advice that considers the whole picture of a client’s financial affairs, business position and wealth goals.
Matthew is a member of the Financial Planning Association of Australia and the Self-Managed Super Fund Association. He was on the esteemed AFR Smart Investor Masterclass for Financial Planning Top 10 Financial Advisers in Australia list in 2004, and has since been on the Top 50 Financial Advisers in Australia list seven times.
A highly qualified and experienced practitioner, Matthew enjoys working with clients in retirement and redundancy planning, wealth accumulation strategies, investments, estate planning, superannuation, including SMSFs, personal and business insurances, tax planning, and Centrelink advice.
When he is not helping his clients, Matthew enjoys spending time with his three young boys and playing competitive squash.