Findex | MDA vs SOA investment strategy

For more than twenty years, Matthew has held a variety of client advisory and corporate roles across the Wealth Management industry in Australia and the UK, with a particular focus on high-net-worth individuals and families, as well as not-for-profit organisations. As Head of Investment Relations for Findex, Matthew works in collaboration with the Findex Investment Team and Findex Financial Advisers to help construct and deliver the Findex investment proposition to clients.

Matthew holds a Bachelor of Commerce and a Graduate Diploma in Applied Finance. He is a member of the Financial Planning Association of Australia (FPA) and the Financial Services Institute of Australasia (FINSIA).