Chief Commercial Officer
Matthew’s objective is to always work in an environment with a strong emphasis on culture and to deliver premium client services. He has a wealth of experience in the financial planning and accounting industry, so the firm benefits from his business insights.
Matthew has been involved in the financial services industry since 1998. Over that time he has been directly involved with growing several successful financial services firms and therefore understands the key factors to successful integration of different service lines.
He also has significant experience in working with High Net Worth individuals, and understanding their particular needs and nuances. He is a strong believer in not adhering to a one size fits all approach, as all individuals have different objectives and needs.
His main role as Chief Commercial Officer is to focus on the continuing growth of the firm, as well as ensuring the systems and processes are in place to manage that growth.
He is a Fellow of the Financial Services Institute of Australia (FINSIA), a Justice of the Peace (NSW), a regular contributor to financial media and a member of the Omniwealth Investment committee.
“ I believe that the Omniwealth model is second to none, as clients can access their accountant, financial planner, solicitor, mortgage broker or business adviser in the one visit, it’s such an efficient model and clients benefit significantly from that”