Matthew has specialised in the Financial Planning industry for over 10 years. Following the completion of his Bachelor of Business degree at the University of Technology Sydney, he decided that financial planning was his best opportunity to pair his passion for both finance and helping people achieve their financial goals.
After university, Matthew worked for five years at Westpac Financial Planning, where he gained exposure to a vast range of clients and situations; from individuals, pre and post retirees to business owners.
Following his departure from Westpac, Matthew broadened his knowledge further by commencing his career with RI Advice. Here he was able to help establish and grow the business of Clarity Wealth, culminating in him becoming a proprietor of the business in 2020.
Matthew holds a Bachelor of Business (Accounting and Financial Planning) and a Diploma of Financial Planning.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchWe currently run fixed fee arrangements with all clients, no matter how big or small you will pay a fee based on the service provided to you.
At a glance
- Adviser status Bronze
- First year providing advice 2014
- Years of experience 10
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Highest qualification
- Bachelor of Business
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Language spoken
- English
Clarity Wealth
Calokerino Arcade, Suite 7B, 488-490 High StPenrith, NSW 2750 317 Windsor St
Richmond, NSW 2753
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429