Matthew McIntosh, AFP®

Matt has had a successful career in banking and finance for over 17 years. Beginning his career at Commonwealth Bank as a personal insurance specialist, he later moved into a financial adviser role with a local AMP firm. Matt also spent a period overseas in 2011/12 working for a CFD provider, before returning to Australia to have a family. His return saw him spend over 5 years with a major bank as a Commercial Financial Planner, providing wealth advice to small/medium businesses around succession planning, key person risk, SMSFs and retirement planning. His success in the role was recognised by being awarded National Commercial Adviser of the Year in 2016. Outside of family, finance is Matt’s passion. He loves the challenge the industry brings every day, while maintaining focus on achieving his clients’ goals.

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