Qualifications
& Memberships
- Bachelor of Commerce Degree (Major in Financial Planning and
- Economics (Curtin University)
- Certified Financial Planner® (FPA)
- Diploma of Finance and Mortgage Broking Management (Kaplan)
Areas of
Expertise
The key to our success is our strength to build lasting relationships with our clients and help them achieve their idea of Financial Freedom, through bespoke personalised financial solutions. Established on the principles of integrity, ethics and reliance, we will continue to follow this philosophy, the ideals of excellent service will be our guide all along. Through our client centric approach we have consistently demonstrated that the ultimate way to serve them is to have an understanding of their unique needs, and accordingly create customized solutions and offer superior support service- assistance that is individualized, complete and always there when needed.
Matthew's ideas of Financial Freedom
Matthew’s idea of financial freedom is about taking ownership of your finances so that you carry out the lifestyle you desire whilst helping others around you.