Matt has been the head of The Practice Wealth Management since the start of 2009 having commenced in the Financial Services Industry in 2001. Matt’s also been an equity partner in The Practice since 2011.
As a Financial Adviser, Matt and the Personal Wealth team work with a range of clients (couples, individuals and business owners) to help them achieve their future financial and lifestyle goals.
Matt specialises in wealth creation strategies, superannuation and retirement strategies, SMSF’s, wealth protection, personalised investment strategies, business succession planning and estate planning.
Matt and the Personal Wealth team are dedicated to help you build a better future by first helping you develop clarity around what you want to achieve and then developing and implementing strategies to build towards financial freedom – whilst also protecting your wealth along the way. All advice is delivered in an easy to understand language.
Matt has a Business Degree from RMIT, majoring in Financial Planning. He is also a Certified Financial Planner (‘CFP’), the highest designation in Financial Planning. Additionally Matt believes in lifelong learning and is currently completing a Masters of Finance & Banking via Swinburne.
Authorised Representatives; The Practice Wealth Management Pty Ltd AFSL 315598