The site uses cookies to provide you with a better experience. By using this site you agree to our Privacy policy.
Matthew Firman

Matthew Firman

Senior Advisor

Matthew has over 10 years’ experience providing advice as an accountant and Private Wealth Advisor. Specialising in providing strategic investment advice to High Net Worth Individuals and Family Offices, Matthew is skilled in portfolio management, risk management, personal insurance, estate planning, business succession and self-managed superannuation services.

Matthew has an interest in ethical investment portfolios, and provides advice to both private clients and the Not for Profit (NFP) sectors. Matthew is a Certified Financial Planner (CFP®), Self-Managed Super Fund specialist advisor (SSA®), registered tax (financial) advisor and a graduate of the Australian Institute of Company Directors program (GAICD).
 
Matthew has predominantly worked in boutique and mid-tier advisory and accounting firms providing holistic planning advice to clients.

Services

  • Superannuation
  • Wealth Management

Industries

  • Not-For-Profit