Matthew Lean

Senior Private Wealth Adviser

Background

Matt became a fully licensed financial adviser in 2006 and has been providing financial advice ever since. He brings over twenty years of experience in the financial services industry, including more than a decade as Senior Vice President at Morgan Stanley.

Matt is dedicated to empowering his clients with confidence and clarity. He provides the insights and information they need to navigate their financial paths effectively, and he actively involves them in the decision-making process, ensuring they have full ownership of their choices.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

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

Qualifications

  • Bachelor of Commerce, University of Queensland
  • Professional Diploma in Stockbroking, Stockbrokers Association of Australia

Certifications

  • Accredited ASX/ACH Responsible Executive (RE)
  • Accredited Derivates Adviser Level 1 & 2
  • Margin Lending

Areas of Advice

  • Financial advice
  • Asset allocation
  • Investment strategies
  • Life risk insurance
  • Redundancy / early retirement
  • Retirement planning
  • Superannuation & SMSF

Office

Brisbane
Level 34/71 Eagle St Brisbane City QLD 4000
(07) 3214 5555
brisbane@ords.com.au

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