Matthew is a Director and Senior Investment Adviser at Evans and Partners. He is based in Sydney and serves clients in broader New South Wales and Queensland. Matthew joined Evans and Partners in 2020 from within the E&P Financial Group and has more than a decade of experience in the financial services sector, specialising in strategic investment advice and portfolio construction.

Over this time, Matthew has provided expert advice and guidance to a range of clients to assist them in meeting their financial goals, considering their personal circumstances and risk profile. Alongside a deep understanding of listed equities and fixed interest, Matthew also utilises several alternative asset classes such as infrastructure, private credit, and private equity to formulate an appropriate strategy for his clients to achieve their investment objectives.

He has a Bachelor of Commerce (Finance) from University of Wollongong. He also holds a Graduate Diploma in Financial Planning from Kaplan Professional and is accredited via the Stockbrokers Association of Australia. Matthew has also completed the Financial Adviser Standards & Ethics Authority (FASEA) exam.

Expertise
  • Advisers
  • High-Net-Worth Investing
  • Personal Investment Advice
  • Superannuation and Retirement Strategies