Matt Wood

I am passionate about building long-term relationships with my clients, providing them with necessary guidance so they can confidently make well-informed decisions about their future.

My experience in financial markets, banking, strategic financial planning and accounting spans almost two decades. I specialise in developing tailored strategies for high-net-worth family groups, successful business owners and up and coming professionals.

My qualifications include a bachelor’s degree in business, master’s degree in applied finance and I am also a Certified Financial Planner (CFP®).

I am a member of the Financial Advice Association Australia (FAAA).