M

Matthew's email & phone

Experience:31 years
Location:Sydney, New South Wales, Australia

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Work Experience

Adviser at Logical Financial Management Australia

Aug 2023 - Current

Private Client Specialist at IMFG

Aug 2017 - Jan 2023

Private Client Services at Vue Financial

Feb 2013 - Aug 2017

Private Client Adviser at ipac - Company

Jan 2011 - Dec 2011

Private Client Adviser at ipac financial planning Singapore

May 2006 - Dec 2010

Client Services Manager at RBC

Oct 2001 - Mar 2006

Account Manager at Northern Trust

Aug 1997 - Sep 2001

Portfolio Accountant at Chase

Jul 1995 - May 1997

Matthew started working in 1995, then the employee has changed 7 companies and 6 jobs. On average, Matthew works for one company for 3 years 6 months.

Education

Chartered Accountants ANZ SMSF Specialisation at AGSM @ UNSW Business School

Chartered Accountant at Chartered Accountants Australia and New Zealand

Diploma of Financial Services at CPA Australia

Master of Business Administration - MBA at Macquarie University

Graduate Conversion Course at University of Technology Sydney

Bachelor of Commerce - BCom at University of Canberra

Current Company Information Logical Financial Management Australia

Name: Logical Financial Management Australia

Speciality: SMSF Specialists, Holistic advice, Business Succession Planning, Shares, Investments, Retirement Planning, Retirement incomes, Life Insurance, Superannuation, Wealth Accumulation, Portfolio Management, Aged Care, Social Security

Location: Sydney, New South Wales, Australia

Employees: 1-10

Description: We are a privately-owned, fee for service financial planning firm. We pride ourselves on working in the very best interest of your needs by tailoring solutions to meet your goals ...

Frequently Asked Questions

What is Matthew's minimum period of employment in the companies?

Matthew's minimum period of employment in various companies is 11 months.

What is Matthew's average duration of employment for different companies?

On average, Matthew works for one company for 3 years 8 months

What industries has Matthew worked in?

Matthew works in the Financial Services. Previously, Matthew worked in the Banking.

What positions has Matthew held before?

Previously, Matthew worked as a Private Client Specialist, and Private Client Services, and Private Client Adviser, and Client Services Manager, and Account Manager.

How do I contact Matthew?

Matthew's email address is **@logicalfinancial.com.au, phone number is +61-***-***-2958. Sign up to get contact details.

Who is the President/CEO/Director of the Logical Financial Management Australia?

The President/CEO/Director of the Logical Financial Management Australia is Steve Blaker

Who are Matthew's peers at other companies?

Matthew's peers at other companies are Sataluri Satagopa Raja Ayyangar and Sarmistha Chakrabarti and Aaron Tang

Matthew Namesakes

Name
Company
Position
M
Key Account Executive
M
Business Development Manager

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