Matthew has 10 years experience working in the Insurance and Financial Planning industry since 2004 where he started his career with Westpac/Bt Financial Group. In his time within BT he encompassed a number of different roles understand the mechanics of how an insurer works and the relationship between product, administration, underwriting and claims. After gaining experience in most areas and operations Matthew sought to work directly with clients getting his diploma in Financial services – Financial planning. With a Strong Interest in helping to add value to his clients portfolio’s by ensuring they have the best protection in place and helping them from establishment all the way through to claim stage.
Matthew has worked for Experien Insurance Services from 2007 through to Oct 2015. Matthew worked both as a para-planner to the principal advisers before becoming an adviser himself specialising in looking after the protection needs of medical, dental and accounting professionals.
Insurance is about certainty, and Matthew uses his specialist knowledge of the industry to ensure the certainty is there for his clients at the time they need it most.
Matt spends his spare time keeping fit and has a keen interest in learning different languages.
• Diploma in Financial Services
• Advanced Diploma of Financial Planning
• Specialist Accreditation in Self Managed Super Funds.
• Accredited Margin Lending Adviser
• Accredited Derivatives Adviser – Level 1
• Accredited Derivatives Adviser – Level 2
• Practitioner member of the Association of Financial Advisers (AFA)