Matthew M.
Financial Planner at QAdvice
📍 Greater Brisbane Area, Australia
Experienced Financial Planner at QAdvice with a demonstrated history in the financial services industry, including a significant tenure at Commonwealth Bank. He is a strong finance professional, holding a Diploma of Financial Planning from Kaplan Australia and skilled in risk management and banking.
Read the full overview →Experience
21 Years
Current Role
Financial Planner
Location
Greater Brisbane Area, Australia
Personality Overview
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Priorities
Topics Matthew cares about
Financial Planning
His entire career is focused on financial planning, supported by a specific DFP qualification and experience at Commonwealth Bank and QAdvice.
Risk Management
This is highlighted as a key skill in his professional introduction, indicating a core area of his financial expertise.
Career
Work history
6-2022
Financial Planner
QAdvice
9-2018 - 2-2022
Financial Planner
Commonwealth Bank
9-2017 - 9-2018
Dedicated Servicing Planner
Commonwealth Bank
2-2010 - 9-2017
Customer Service Specialist
Commonwealth Bank
2004 - 2010
Breakfast Manager
Hungry Jack's® Pty Ltd
In the press
Media appearances
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Education
Bachelor of Business
University of the Sunshine Coast
DFP
Kaplan Australia
Social presence
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