All you need to know about Matt
I have been in the financial planning industry since 2016, where my interpersonal, conflict-resolution and analytical skills have helped me in getting to where I am now. Prior to financial planning, I worked in wealth management roles for seven years within one of the big four banks.
My role at Evalesco allows me to interact with clients about their financial affairs, ensuring their plan is in place and to help them achieve their goals and secure their financial independence.
What healthy, wealthy and happy means to you?
It means that I am keeping physically and mentally active along with ensuring that I have a good financial plan in place that’s tailored to my life and will allow me to achieve my financial independence.
What are the values that drive you?
The values that drive me in my personal life and work are accountability, honesty, empathy and loyalty.
- Currently studying Graduate Diploma of Financial Planning
- Diploma of Financial Planning
- Bachelor of Commerce
Memberships and associations
- Sub-Authorised Representative No. 407397
- Financial Planning Association of Australia (FPA)