After many years doing his own personal investing through the Australian Stock Market, Mathew became qualified and joined Morgans in 2007. He has a Bachelor of Business Degree from QUT and a wealth of experience in running and operating small businesses. It is this combination of investment and business experience that enables Mathew to fully appreciate and identify the complexities and opportunities within the industry.
Services and specialities
• Portfolio Administration
• Superannuation Advice
• Margin Lending and Gearing Strategies
• Fixed Interest and Cash Management
• Wealth Management
Mathew’s investment style is based around developing strong, long term relationships with his clients. He believes in the importance of understanding your financial needs and objectives and applying these to achieve the best possible results in both the short term and long term. While Mathew favours solid well performing stocks, he is not afraid to look for hidden opportunities.
• Bachelor of Business, QUT, Brisbane, 1998
• Member of the Stockbrokers Association of Australia
• Margin Lending
• Derivatives Level 1
• Managed Investments