Why choose Matthew?
Quality advice and brokerage backed by qualifications and experience. Accredited with 50+ lenders and five high quality life insurance companies.
INVESTING IN REAL ESTATE SINCE 2006.
Matthew: “My ideal client is someone who wishes to receive a high quality service, a mutually respectful adviser/client relationship you can have laughs with and achieve your goals”
Qualifications & Experience
QUALIFICATIONS
New Zealand
Financial Adviser with the Financial Markets Authority of New Zealand (FSP483246)
Advice Authorisation’s: debt, foreign exchange, securities, managed investments, derivatives, mortgages & insurance.
The New Zealand Financial Services Certificate
Regulatory Framework 2016
Mortgage Lending 2017NZFSG Accredited Mortgage Adviser 2017- present
Scholarship - Auckland University 2000
Economics student 2000-present.
Australia
RG146: Australian Securities Investment Commission authorisations: Foreign Exchange, Securities & Derivatives
Diploma of Financial Markets 2013
Certificate IV in Financial Markets Operations 2012.
EXPERIENCE
Senior Mortgage Adviser – Manager Auckland Lending Team 2017-present
Accredited with 30+ mortgage lenders & insurance companies in New Zealand
Auckland investor 2006-current
Sydney investor 2013-current.
Foreign Exchange / Financial Markets Experience:
Head of Foreign Exchange Dealing & National Sales Manager New Zealand
Corporate Foreign Exchange Derivatives Dealer:
Financial Adviser, advising corporate clients in how they can hedge their FX exposure
Tailor, build & execute FX derivatives transactions.
Dealt with upwards of $360m in FX transactions 2011-2014.
DISCLOSURE STATEMENTS AVAILABLE ON REQUEST:
Please see our Disclosure Guide/Publicly available information for Mortgages click here and for Insurance click here.