Mathew joined SWA Financial Planning in 2015. Equipped with a Certified Financial Planner accreditation, Bachelor of Commerce (Financial Planning) and Diploma of Financial Planning, he works as a financial adviser, providing comprehensive advice to new and existing clients.
Mathew is a member of the SWA Investment Committee. As such, he is responsible for researching and assessing fund managers for inclusion in our Approved Investment List as well as analysing companies and maintaining SWA’s Australian and international direct share portfolios.
Mathew is also certified as a Responsible Investment Financial Adviser by the Responsible Investment Association of Australia (RIAA).
Among other key duties, Mathew works in the technology and data systems department to innovate and further develop SWA’s technological capabilities.