Matt’s background is in banking and finance, having commenced his career back in 2002 with one of the big 4 banks. The majority of his time spent within the banking arena was working with high net worth clients in the Private Bank, and he transitioned to providing personal advice to clients post the Global Financial Crisis as he wanted to be able to guide clients and help them make sound and informed decisions to work towards achieving their goals in a risk-aware way.
As an Authorised Representative of Count Financial Ltd Matt’s passion is helping people and being able to assist in articulating their goals and aspirations and then placing structure around their financial position to achieve them. He can provide assistance to a diverse range of clients in a broad range of specialisations including retirement planning, superannuation, self-managed super funds, investments, insurance, cash flow planning/budgeting, estate planning, scenario analysis/forward projections, lending and aged care.
Matt attained a Masters in Applied Finance from Macquarie University, a Bachelor of Business majoring in Financial Risk Management and is a Certified Financial Planner™ professional, SMSF Specialist Adviser, Member of the Financial Planning Association of Australia and the SMSF Association.
Matt was also awarded the Young Advisor of the year by Count Financial in 2015 for dedication, delivery and quality to his clients in financial planning.
Matt believes that financial freedom is something that needs to be worked on and achieved over many years, and he welcomes the opportunity to assist you and your family on this journey. So take the first step and give Matt a call on 0477 179 007 or email firstname.lastname@example.org.
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Matt Wood of Insight Financial Partners is an Authorised Representative of Count Financial Limited. Insight Financial Partners Pty Ltd trading as Insight Financial Partners, ABN 73 101 279 663, is an Authorised Representative of Count Financial Limited.