Matthew has over 17 years experience as a Financial Planner and specialises in complex technical issues required for pre and post retiree clients. He has extensive experience dealing with Self Managed Super fund (SMSF), personal insurance, investment advice and Centrelink issues.
He owns and operates Bayside Retirement Planning. His goal is to ensure clients make the most of the opportunities available to them.
Matthew is a Certified Financial Planner® which is the highest professional designation attainable in this profession. He also holds a Bachelor of Economics degree and an Advanced Diploma of Financial Services (Financial Planning).
Education and Experience
CFP®, B Ec, Dip FS (FP), Adv Dip FS (FP), AFPA
Authorised Representative of Infocus Securities Australia P/L
We engaged Matthew based on a recommendation several years ago and have never looked back. His knowledge and ability to develop complex, high performing strategies and financial structures to manage our personal and business financies, have proved to be invaluable.
We highly recommend Matthew to anyone wanting to grow and protect their personal wealth.
Craig & Karen, Beaumaris VIC
Matthew took the time to understand our families financial goals and timeframes. He then presented tailored solutions to us that we discussed openly with him, leveraging off his wealth of experience in a variety of subject matter. These open discussions enabled Matthew to finalise a tailored solution for my wife and I that we implemented.
Matthew is always available and open to discuss financial matters and changes to the industruy that he believes are important for us to keep abreast of or relevant to our own personal circumstances. His advice and knowledge is well researched and communitcated, which gives me great confidence that he genuinely cares about his cients and ensuring they are achieving their financial goals.
David & Kym, Mentone
To read more about the services we have provided to clients and their thoughts, Please visit our Testimonials page.