BAppFin
Authorised Representative
Matt’s career in financial planning began as a client support officer in 2017, rapidly gaining experience while progressing through paraplanning and the Adviser Professional Year program. In 2023, he stepped into the role of Financial Adviser. His comprehensive knowledge of financial strategies enables him to deliver holistic, tailored advice to meet each client’s unique needs.
From superannuation and investment portfolio construction to retirement planning and personal insurance, Matt is dedicated to helping clients build and secure their wealth. He takes pride in building lasting relationships with his clients, grounded in trust, transparency, and consistent communication. He believes that financial planning is not just about numbers — it is about understanding each client’s unique life goals and crafting personalised strategies to help them get there.
Why FinSec?
“What drew me to FinSec was their integral focus on client experience and the calibre of staff making it all work. It’s a place where meaningful conversations drive meaningful outcomes. I’m energised by the opportunity to simplify complexity, build trust, and empower clients to make decisions that shape their future.”
A word from Matt:
“At FinSec, we believe financial advice should be personal, purposeful, and lasting. United by a commitment to doing what is best, we offer expert, outcome-focused advice grounded in care. Our collaborative, curious culture drives continuous improvement, helping clients navigate every stage of life with clarity and confidence.”