Your Partner in Wealth Creation: Matthew's Commitment to Clients
Matthew joined Pinnacle as a Senior Financial Advisor, bringing over 18+ years of diverse experience in the financial services industry. He began his career as a paraplanner with one of South Australia’s well-known credit unions, where he built a strong technical foundation. In 2011, he transitioned into providing tailored financial advice as a Financial Advisor.
A brief shift in direction led Matthew to work within the Industry Super Fund sector. However, after several years, he found himself reflecting on the importance of non-aligned, personalised advice, ongoing client service, and building long-term relationships – values that drew him to private practice.
Matthew’s strong focus on client service, combined with his technical expertise and passion for delivering across all aspects of wealth creation, adds a valuable layer of insight and capability to the Pinnacle financial advisory team.
Matthew’s memberships:
- Member of the Financial Advice Association Australia (FAAA)
Matthew’s qualifications:
- Associate Financial Planner (AFP®)
- Graduate Diploma of Financial Planning (GradDipFinPlan)