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Experience
Matt has over 15 years of experience as an advisor and business owner. He has worked with a broad range of different clients, across different organisations, including his own financial planning firm.
Matt has many qualifications which include, FChFP, Diploma & Advanced Diploma in Financial Planning, Qualified Investment Property Adviser (QIPA), Cert IV in Finance, Mortgage Broking and SMSF Accredited.
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Role
Matt is a personable and authentic Financial Advisor who loves helping people, Matt heads up the My Wealth Solutions Sydney office.
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Outside of work
When Matt isn’t helping clients, Matt enjoys going to the gym and keeping healthy, he also considers himself pretty handy in the kitchen.
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What’s your favourite thing about being part of the MWS team?
I love the irony of the team, everyone is so calm and laid back but also works at a cracking pace.
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What do you wish people knew about financial planning?
That it’s never too early or too late to start; if you fail to plan, you plan to fail!
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What's your favourite book, movie and food?
Book: Let’s be honest here, it’s The Very Hungry Caterpillar by Eric Carle for me! A classic…
Movie: Hmmmm that’s a tough one! Maybe a tie between Shawshank Redemption and Limitless
Food: Tacos! -
If you could give one piece of advice to yourself from 10 years ago, what would it be?
Practice gratitude every day.
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What's your weirdest office habit?
Always feeling like another coffee.
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What's the one thing about you that people would be surprised to learn?
I love reading and listening to theories about the Pyramids of Giza. How did they build them???
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If you could have dinner with anyone past or present, who would it be and why?
I have two! It would either be….
Steve Harvey, he has an inspiring story from living in his car and trying to make it in comedy and TV. I think he would share some great life advice and be good fun over a meal.
or
Dave Chappelle, I find him captivating to listen to! He would tell great stories over dinner with his unique perspective and humour.