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Mat Taylor
Private Wealth Adviser, Hobart
Address: Level 3, 111 Macquarie Street, Hobart TAS
Phone: 03 6211 1111
About Mathew
Mat is a Private Wealth Adviser in the Hobart office for the Shadforth Financial Group.
Education and experience
Mat's career in finance began in 1997, where he worked for major international banking and investment houses in Melbourne and London, before returning to Tasmania and joining Shadforth in 2002. Over the years he has acquired strong technical skills with extensive knowledge of markets, investments, superannuation, taxation, Centrelink and retirement planning.
Mat has an impressive educational background holding a Bachelor of Economics degree from the University of Tasmania, is a CERTIFIED FINANCIAL PLANNER® practitioner, a Fellow of the Financial Services Institution of Australia (FINSIA), as well as an Affiliate of the Financial Planning Association of Australia.
He has also completed the Graduate Diploma of Financial Planning and Graduate Diploma of Risk and Insurance through Deakin University.
In recognition of his commitment to the industry Mat has received several awards, including being named in the Top 10 practitioners in Australia for the Australian Financial Review Smart Investor Magazine 'Masterclass'.
He is a regular speaker on a range of financial planning issues, has been a lecturer for Adult Education Tasmania and has served as Treasurer of the Hobart Chapter of the Financial Planning Association. He continues t o give back and promote the advice industry as a lecturer for Adult Education Tasmania, and has served as Treasurer of the Hobart Chapter of the Financial Planning Association.
What my clients say
Mat works with wealth accumulators and specialises in helping pre-retirees and retirees develop optimal strategies for their retirement. He is committed to providing friendly, personalised service and takes pride in helping his clients achieve financial success.
Matt provides peace of mind in these tumultuous times.
Terence (client since 2018)
Being reassured that my portfolio is on track. Matt is very responsive and gets back to me regarding all my queries, however minor.
Annie (client since 2019)