Matthew has over 15 years’ experience in the Financial Services Profession and holds a Bachelor of Commerce Majoring in Accounting and Finance, a Diploma of Financial Services, holds the Fellow Chartered Financial Practitioner Designation and has held previous roles as the Tasmanian State Director & Treasurer of the Association of Financial Advisers, the peak industry body for Financial Advisers.

Matthew’s specialities include retirement planning, social security advice, wealth accumulation strategies and aged care. His vast experience throughout his career provides him with the skills to understand and articulate clients’ financial and lifestyle challenges with great clarity. He has the unique ability to explain often technical concepts in client-friendly language.

Damian helps clients grow, protect and manage wealth. He ensures clients are comfortable and confident in their decision making, and that they stay on track to achieve their personal and financial goals. Damian’s professional career has seen him work in a broad range of finance and non-finance related roles. He holds a Bachelors Degree majoring in Finance, a Graduate Diploma of Financial Planning and a Diploma of Business Management. Damian is a qualified financial adviser and member of the Association of Financial Advisers. He is passionate about helping clients achieve their personal and financial goals. Outside of work, Damian enjoys cycling, golf and travelling.

Alastair attended Macquarie University and in 2014 obtained a bachelor degree in Applied Finance. After completing a 6 month internship at a private wealth firm in Switzerland, he relocated to Hobart and began working as an associate financial adviser. Since then he has completed a graduate diploma of Financial Planning is now a qualified financial adviser and member of the Association of Financial Advisers.

Alastair seeks to empower clients by educating them on strategies to enhance their financial situation both now and in to the future.

Will has served in the financial planning industry for over a decade in a variety of roles, most recently moving into the delivery of financial advice direct to clients. Will holds a Master of Financial Planning from Griffith University and uses his knowledge of the industry to tailor optimised solutions to benefit clients, with his main drive being to help people achieve financial comfort and security and to realise their dreams. Outside of the office, you will most likely find Will out and about at a park with his two young boys or settled on the couch watching sport.