Matt Loxton

M.App.Fin
Senior Private Wealth Adviser

Background

Matthew brings a wealth of experience, spanning more than 30 years in financial markets. His career includes establishing himself as a Private Wealth Adviser with three leading global investment banks before his move to Ord Minnett in January 2019.

Matthew and his dedicated team focus on delivering comprehensive and tailored advice specifically for high net worth individuals, self-funded retirees, and family offices.

He believes in taking the time to truly understand and appreciate the unique circumstances of each client. This deep understanding forms the foundation upon which he builds his recommendations, ensuring they align with individual needs and aspirations.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Bachelor of Commerce, University of Tasmania
  • Master of Applied Finance, Macquarie University
  • Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia (SIA)

Certifications

  • Accredited Derivatives Adviser Level 1 & 2

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies

Office

Sydney
Grosvenor Place Level 18, 225 George St Sydney NSW 2000
(02) 8216 6300
sydney@ords.com.au

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