An associate, Matt is a member of Matthews Steer's Private Wealth division, leading the financial planning, tax compliance and self-managed super fund teams.
Matt's delivery-focused approach, and exemplary work ethic, have enabled him to form excellent relationships with Matthews Steers' Private Wealth clients, and his background in business services and tax compliance equip him to take an holistic approach, providing them with a one stop shop for taxation and financial planning services.
Matt provides advice on investments, insurance, compliance and business planning - on a business and personal level - analysing clients' current status, their goals, and strategies for achieving those goals, and providing peace of mind around their financial affairs.
Matt holds a Bachelor of Commerce at La Trobe University, has completed the Company Directors Course with the Australian Institute of Company Directors, is a qualified chartered accountant, holds a Diploma of Financial Planning, and is an authorised representative of Australian Unity Personal Financial Services Ltd.