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B.Bus (FinPlan), AFP

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Matthew holds a Bachelor of Business in Financial Planning from La Trobe University. He commenced his career in the Financial Planning industry as a Paraplanner, where he learnt valuable technical advice skills as well as an extensive range of advice strategies.

Keen to expand his skill set, Matthew took up the role of Financial Advisor Manager in November 2020. Matthew is passionate about providing advice to clients that are in their best interests.

Other Team Members

Sarah Chang

Practice Manager

Sarah Chang

Sarah Chang

Practice Manager

Heidi Nguyen

Accountant

Heidi Nguyen

Heidi Nguyen

Accountant

Mariana Lopes

Client Services Administrator

Mariana Lopes

Mariana Lopes

Client Services Administrator

Marcus Amicucci

Accountant

Marcus Amicucci

Marcus Amicucci

Accountant