Senior Wealth Advisor
AFSL AR No.: 001261227
SFC CE No.: BLP133
Technical Representative (Broker) License No.: IA9943
MPF Intermediary Reg. No.: 132446
Matthew has over 10 years’ of experience in financial services and brings to Oreana an in-depth knowledge of all facets of advisory, including wealth creation, risk management, superannuation, tax planning & succession planning strategies for individuals and families.
Matthew is a Senior Wealth Advisor at Oreana Private Wealth and is specialized in delivering comprehensive financial advice for expatriates throughout Asia and clients returning to Australia. Dual licensed in Australia and Hong Kong, and backed by an extensive technical background, Matthew provides goal focused strategic advice for clients in all circumstances.
Prior to joining Oreana, Matthew came from an independently licenced wealth creation and management firm based in Sydney. In this role, Matthew focused on delivering highly tailored and bespoke wealth creation advice to high net worth clients. Prior to this Matthew worked for Macquarie Bank in Sydney where he provided technical advice to financial advisors across Australia. In this role Matthew specialized in financial modelling and financial strategy analysis.
Matthew has dual degrees in both Financial Planning and Accounting. He is authorised under Oreana’s Australian Financial Services License to provide advice on Australian investment, superannuation, retirement and insurance products & services, as well as being accredited with the Securities and Futures Commission to provide financial advice in Hong Kong.