Director, Wealth Advisory
Matt has been the head of The Practice Wealth Management since 2009 having commenced in the Financial Services Industry in 2001. Matt’s also been a partner in The Practice since 2011.
As a Financial Adviser and Director of Wealth Advisory, Matt and the Personal Wealth Advisory team work with a range of clients – couples, individuals and business owners – to help them achieve their future financial and lifestyle goals. Matt is committed to and passionate about developing and implementing wealth creation strategies for clients to enable them to Fuel their Family’s Future, while protecting them along the journey.
Matt and the Personal Wealth team are dedicated to helping you build a better future by first helping you ‘Clarify Your Vision’ – developing clarity around what you want to achieve and what’s important to you; ‘Evaluating Your Position’ – reviewing your current position and what roadblocks you may be facing; then ‘Develop Your Strategy’ – brainstorming options and developing and implementing strategies to build towards your future financial freedom, whilst also protecting your wealth along the way.
Matt specialises in wealth creation strategies, superannuation and retirement strategies, SMSFs, wealth protection, personalised investment strategies, business succession planning and estate planning. He is also the author of the recently published book ‘Freedom, Lifestyle & Legacy: How to create wealth in your 30’s, 40’s & 50’s and set yourself up for life’.
Matt has a Business Degree from RMIT, majoring in Financial Planning. Since 2007, he’s also been a Certified Financial Planner (‘CFP’), the highest designation in Financial Planning.
Matt is an Authorised Representative of The Practice Wealth Management Pty Ltd and Responsible Manager of our Australian Financial Services Licence: AFSL 315598.
Outside of work, Matt has been married for over 10 years and has two young kids, Emily & Will. He loves nothing more than spending quality time with his kids, including getting heavily involved in their karate, soccer and other activities.