Mathew joined SWA Financial Planning in 2015. Equipped with a Bachelor of Commerce (Financial Planning) and a Diploma of Financial Planning he works as a financial adviser, providing comprehensive advice to our clients.

 

Mathew is a member of the SWA Investment Committee which is responsible for researching and assessing fund managers for inclusion in our Approved Investment List as well as analysing companies and maintaining SWA’s direct share portfolios.

 

Among other key duties, Mathew works closely with other staff members in the technology and data systems department to innovate and further develop SWA’s technological capabilities.

 

Outside of work, Mathew is an avid soccer supporter who enjoys spending time in the outdoors.