Our people

Mathew Taylor


Private Client Adviser
Email: mathew.taylor@sfg.com.au
Phone: 03 6211 1111
Mat joined the finance industry in 1997 following the completion of a Bachelor of Economics Degree from the University of Tasmania. Having worked for major international banking and investment houses in Melbourne and London, Mat returned to Tasmania and joined Shadforth Financial Group (SFG) in 2002. Over that time Mat has worked with wealth accumulators and has also specialised in helping pre-retirees and retirees develop optimal strategies for their retirement. 

Mat is a Representative of SFG, a Certified Financial Planner (CFP) practitioner, a Fellow of the Financial Services Institution of Australia (FINSIA) and an Affiliate of the Financial Planning Association of Australia (FPA). Mat has also completed the Graduate Diploma of Financial Planning and Graduate Diploma of Risk and Insurance through Deakin University.

As well as placing importance on the provision of excellent client service and maintaining long term relationships with his clients, Mat also has strong technical skills with extensive knowledge of markets, investments, superannuation, taxation planning, Centrelink and retirement planning. Mat regularly attends adviser briefings and technical sessions to keep his knowledge current.

A regular speaker on a range of financial planning issues, Mat is currently a lecturer for Adult Education Tasmania and has served as Treasurer of the Hobart Chapter of the Financial Planning Association.

Mat has been the recipient of several awards including being named in the Top 10 Certified Financial Planning (CFP) practitioners in Australia for the Australian Financial Review Smart Investor Magazine “Masterclass” for 2007.

Mat lives in Hobart with wife Lisa and young son Rory. A keen sports follower, he also enjoys cycling, scuba diving, cricket and is a passionate cook and gardener.