Driving Stategy and Insight: Matthew's Strategic Vision
Matthew brings over 16 years of experience in the financial services industry, including four years in technical advisory and strategic support at the Commonwealth Bank of Australia. He began his journey with Pinnacle Wealth Management as a Senior Paraplanner and now serves as a Senior Financial Advisor, overseeing investment research and providing intelligent financial guidance to private clients.
He also holds the role of Secretary for Pinnacle Wealth Management’s internal Investment Committee, which meets quarterly to review and refine investment strategies.
Matthew is particularly gifted in the technical aspects of financial planning. His ability to navigate intricate financial landscapes makes him a valuable member of Pinnacle’s financial advisory team. He continues to uphold and contribute to the Pinnacle story, through his committment to excellence and strategic insight.
Matthew’s memberships:
- Member of the Financial Advice Association Australia (FAAA)
Matthew’s qualifications:
- Certified Financial Planner (CFP®)
- Masters of Applied Finance (Major in Financial Planning) (MAPP Fin)
- Diploma of Financial Planning (DipFP)
- Bachelor of Economics (BEc)