BBus Comm, CFP®
Partner & Executive Financial Adviser
Matt is a founding Partner of Millennium Wealth having been in the finance industry since completing University in 2007. He has joined Millennium Wealth from Westpac Private Bank where he won a number of national awards including the 2018 BT Adviser of the Year award highlighting his strong ability to provide tailored and strategic financial advice for his clients. Matt commenced his career just prior to the Global Financial Crisis, teaching him invaluable lessons in the areas of investment management, market risks and above all, navigating clients towards their goals through all life’s ups and downs.
Matt loves taking time to allow clients to truly identify what is most important for each client, essential for setting and prioritising their individual goals. This forms the foundation of our relationship for us to utilise our vast experience, skills and understanding to form an aligned plan focusing on realising these dreams. Matt values the inherent trust from clients very seriously and loves nothing more than bringing their dreams and plans to life.
Matt has a Bachelor of Business & Commerce and is an accredited Certified Financial Planner. He is also a member of the Financial Planning Association of Australia(FPA) and the Tax Practitioners Board(TPB).
Matt enjoys travelling and spending time with his wife, Louise and daughter, MIla and is also a keen golfer, cricketer and Sydney Swans supporter
Authorised Representative Number 1004225