Director / Financial Adviser
Financial Adviser
Experience in the Financial Industry
Matthew’s journey in the financial planning industry began in 2015 when he started as a Client Service Officer. Over time, his passion for helping clients achieve their financial aspirations led him to pursue a career as a financial adviser. He took the necessary steps to complete the required studies and qualifications to better serve our clients. What truly sets Matthew apart is his genuine enjoyment in witnessing clients benefit from the advice he provides. Whether it’s helping you navigate short-term financial challenges or creating a strategic plan for your retirement goals, Matthew is committed to working with you every step of the way. His dedication to your financial well-being and his ability to map out a clear path forward are the cornerstones of his client service proposition.
Qualifications and current training
Matthew holds a Diploma of Financial Services and is currently completing his Bachelor’s degree in Financial Planning.He ensures his knowledge stays current by attending industry related training seminars and completing ongoing education through “Kaplan Professional”.
Interests
Matthew has a passion for sport (especially tennis), spending time with family and friends, helping others and travelling.
His favourite quote is “A goal without a plan is just a wish.”
Experience in the Financial Industry
Michelle started her career in the financial planning
industry over a decade ago. She has had many roles
throughout this time, working as a Client Services
Consultant, Office Manager and Paraplanner.
In late 2017, Michelle decided that she would like to assist
clients in an adviser capacity, and became an Associate
Adviser and in 2018, a Financial Adviser with Poynter
Hargraves.
Michelle enjoys building long-term relationships with her
clients and assisting them in reaching their financial goals
throughout all stages of life.
Qualifications and current training
Michelle holds a Diploma of Financial Services and is currently completing a Graduate Diploma in Financial Planning.Michelle is a member of FAAA (Financial Adviser’s Association
of Australia).
Interests
Beyond the world of finance, Michelle has a diverse range
of interests including tennis, keeping fit, and a passion for
travel. These varied interests reflect her approach to
financial planning, which encompasses a wide spectrum of
financial services to meet your unique goals and dreams.
