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 2017

  • NZFSG 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

It’s nice to talk to someone who’s done it all before.