Matt Waugh

Senior Adviser | Wealth
MFinPlan, Adv Dip FS(FP)

Matthew’s professional qualifications include a Masters of Financial Planning and an Advanced Diploma of Financial Services (Financial Planning). Matthew has over 17 years of industry experience. As well as Financial Planning he has also worked in Banking and Finance. During this time he has held positions as Bank Manager and Loans and Finance Manager.

Matthew places a high importance on building and maintaining an enduring relationship with his clients. He believes a consistent, value added service is essential to this process. As part of his client service offer, Matthew is authorised by FIWA to provide advice on and deal in the following financial services:

  • Estate Planning
  • Investment Advice
  • Superannuation
  • Retirement Planning
  • Risk Management