Private Client Adviser
LLB, BCom, GDipLP, DipFP
Matt joined the Financial Planning industry with the aim of providing professional and comprehensive advice.
With a particular interest in the behavioural side of investing, Matt focuses not only on financial strategies, but also how to manage behaviours in order to provide the best opportunity to meet financial goals through simple, actionable plans.
Prior to working in Financial Services, Matt had experience working within the law and small business; gaining a tangible understanding of finance as it applies in practice. Matt has worked both in Sydney and in London and was admitted as a Lawyer of the Supreme Court of New South Wales in 2008. Subsequently he moved into small business administration, most recently as Operations Manager for the MONA Ferry and Port Arthur Cruises.
As well as completing the Diploma of Financial Planning, Matt has degrees in both Law and Commerce through the University of Western Australia. Matt is committed to education to develop his professional skills, as well as to expand his thinking, and is currently completing his Graduate Certificate in Financial Planning through Kaplan Professional.
In addition to his role at Main Street, Matt is active in the Hobart community. Since 2014, Matt has been a Director on the voluntary board of Tascare Society for Children, a Tasmanian institution with over 80 years of history in providing advocacy and support in the youth disability space.
Matt brings a client centric approach, as well as real-world experience, to assist you in setting up your financial future.
- Diploma in Financial Planning, Mentor Education, 2017
- Solicitor of the Supreme Court of New South Wales, 2008
- Graduate Diploma in Legal Practice, College of Law, Sydney, 2008
- Bachelor of Laws, University of Western Australia, 2005
- Bachelor of Commerce, University of Western Australia, 2005
The financial planning process starts with an initial meeting (at our cost) to discuss your needs, objectives and financial circumstances. To ensure that this meeting is as productive as possible it is important that you bring along any relevant materials including a position statement and investment and insurance details. We look forward to working with you.