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Matthew Firman

Matthew Firman

Director

Matthew is a Director in the Wealth Management team with 10+ years of experience as a Financial Advisor. 

With extensive experience in portfolio and risk management, personal insurance, estate, business and wealth succession planning, and self-managed superannuation, Matthew specialises in providing strategic investment advice to high-net-worth individuals and family offices.

Matthew has a particular interest in ethical investment portfolios and provides advice to both private clients and the Not for Profit (NFP) sectors. He 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).

Services

  • Superannuation
  • Wealth Management