Matt joined Evans and Partners in 2021 from within the E&P Financial Group. He has worked within the financial services sector for the last 11 years full time while also working as a paraplanner for four years while studying at university.

With extensive experience providing quality investment advice and researching investment opportunities, Matt tailors the very best ideas within the Evans and Partners network to his clients’ personal circumstances. He has expertise investing across a wide range of asset classes and investment vehicles, whether it be direct shares, exchange traded bonds, property trusts, managed funds, separately managed accounts or private equity to tailor an approach that his clients are comfortable with and can achieve the results they are looking for.

Matt has a Bachelor of Applied Finance and a Bachelor of Economics from Macquarie University and a Graduate Diploma of Financial Planning from Kaplan Professional Australia. He is also accredited with the Stockbrokers Association of Australia Securities and Managed Investments and completed the FASEA Financial Adviser exam in December 2020.

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