Private Client Adviser
Mat is a Private Client Adviser in the Hobart office for the Shadforth Financial Group.
Education and experience
Mat holds a Bachelor of Economics degree from the University of Tasmania. He is also a CERTIFIED FINANCIAL PLANNER® practitioner, a Fellow of the Financial Services Institution of Australia (FINSIA) and an Affiliate of the Financial Planning Association of Australia. Mat has also completed the Graduate Diploma of Financial Planning and Graduate Diploma of Risk and Insurance through Deakin University.
Mat has received several awards, including being named in the Top 10 Certified Financial Planning practitioners in Australia for the Australian Financial Review Smart Investor Magazine 'Masterclass' for 2007 and 2013.
Mat joined the finance industry in 1997. He worked for major international banking and investment houses in Melbourne and London before returning to Tasmania and joining Shadforth Financial Group in 2002.
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 strong technical skills with extensive knowledge of markets, investments, superannuation, taxation planning, Centrelink and retirement planning. He regularly attends adviser briefings and technical sessions to keep his knowledge current. Mat works with wealth accumulators and specialises in helping pre-retirees and retirees develop optimal strategies for their retirement.