Matthew Stevenson, AFP®

Matthew Stevenson leads our team of qualified professionals delivering advice that incorporates strategy, investment, taxation, insurance and estate planning.

Matthew made his start in small business and in his early career held roles in accounting and corporate superannuation. Later, he stepped into financial planning and developed a specialisation in retirement planning, superannuation and technical advice. With 20+ years industry experience, Matthew is proud to be realising his vision of providing holistic advice, individually tailored to clients’ needs and aspirations.

“I believe in quality, integrated advice and the financial services business. I am committed to building a high level specialist firm underpinned by strong relationships with our clients and professional partners.”

Qualifications
- Licensed financial planner
- Authorised representative of Matrix Integrated Professional Advice
- Chartered Tax Adviser (CTA) with the Australian Tax Institute
- Specialist Adviser, SMSF Association
- Member of the Financial Planning Association
- Certified, Financial Adviser Standards and Ethics Authority
- ASIC approved SMSF auditor
- Registered Tax Agent, Tax Practitioners Board

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