Matthew has been a Stockbroker and Private Wealth Adviser since 1995, bringing more than thirty years of experience in providing personalised advice around quality portfolios, often within self-managed superannuation funds (SMSFs) and family trusts.
After advising clients at a large investment bank for the majority of his career, Matthew joined Ord Minnett in 2018, where he works with high net worth individuals focused on meeting their financial requirements in retirement while also ensuring the next generation of their family is well provided for.
Matthew understands that his clients achieve peace of mind when they feel in control of their finances. He assists his clients by fostering long-term, trustbased advisory relationships and proactively working with them to achieve their personal and financial objectives so they can enjoy their retirement now or in the future. Drawing upon more than three decades of experience in superannuation and investments, dealing with diverse clients across various market cycles, he provides impartial, personalised, quality advice that suits their unique circumstances and ensures they understand each step of the process.
Matthew imparts transparent advice that allows them to maximise the investment opportunities available whilst carefully controlling risk.
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