- On March 27, 2020
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Matthew has in excess of 20 years’ experience within financial planning, including as part of a global professional services firm in Australia for over six (6) years prior to relocating with this position to the United Kingdom where he has been for more than 14 years since operating across similar roles.
Finance related qualifications include a Bachelor of Commerce from the University of Queensland, the Advanced Diploma of Financial Services (Financial Planning) in Australia, and the Diploma in Financial Planning through the Chartered Insurance Institute (CII) in the United Kingdom.
Dedicated to fulfilling his client’s objectives, Matthew provides a holistic and personal service with a genuine willingness to assist as much as he can regardless of the background involved. This empathetic approach has put Matthew in the fortunate position of being a truly trusted advisor to his diverse range of clients.
When not in the day job, Matthew enjoys spending time with family whether that be in an art gallery, eating food he would never be able to cook, or heading off to a destination on literally the road less travelled that is often non-existent!