Matt is an experienced adviser to high net wealth family groups and non-profits and provides exceptional end-to-end service to his clients.
As a financial adviser and chartered accountant (CA) with experience working in the accounting, wealth management and financial services industries since the mid 2000s, Matt began his career working in a mid-tier accounting firm and more recently in a multi-family office advising high net wealth family groups, family businesses, non-profits and charities.
As a trusted adviser and partner at Koda Capital, Matt provides clients with bespoke holistic wealth management solutions including investment strategy development, portfolio construction and management, strategic structuring, asset protection and succession planning advice as well as financial education for families. As a Partner and equity owner in the firm, Matt has a strong alignment with his clients and is passionate about developing long lasting client relationships across generations.
Matt was included in the 2020 Barron’s Top 100 Adviser’s in Australia publication as well as the 2019 Barron’s top 50 Advisers in Australia publication.
Matt’s qualifications include a Bachelor of Commerce from Monash University, a Graduate Diploma in Chartered Accounting (CA) and a Graduate Diploma in Financial Planning (RG146). Matt is also a member of the Institute of Chartered Accountants Australia and New Zealand.