Private Client Adviser
Matthew is a Private Client Adviser in the Brisbane office for the Shadforth Financial Group.
Education and experience
Matthew holds a Bachelor of Business through James Cook University and an Advanced Diploma of Financial Planning through Kaplan. He is currently completing a Masters in Financial Planning. Matthew is a member of the Financial Planning Association of Australia.
Matthew began his financial planning career in 2006 and has been providing personal financial advice to his clients since 2011. Matthew moved to Brisbane from Cairns to join Shadforth Financial Group as a Private Client Adviser in January 2017.
Matthew believes in developing close, long term partnerships with his clients and effecting personalised plans to achieve their financial goals over a lifetime. Matthew is an experienced investment and retirement adviser, assisting individuals and businesses with a broad range of superannuation, investment and insurance strategies.
Outside of work
Away from work, Matthew enjoys mountain biking and he and his wife delight in sampling Brisbane’s many dining options.