Matt has been in the financial planning industry since 1996. Matt has comprehensive experience in the development of successful wealth building, insurance and retirement planning strategies designed to meet the objectives of his clients. Matt is a member of the Financial Planning Association.
Matt aims to provide personalised and responsible advice suited to clients objectives and believes that sound advice and planning is the key to improving a clients financial position.
Alex is an experienced and well qualified Financial Adviser. A variety of roles and extensive studies have provided Alex with a technical knowledge in investment funds, superannuation, income streams and insurance products.
Alex started his financial planning career with Newcastle Permanent Financial Planning, he worked at the financial institution for 16 years and built the financial planning practice.
In 2017 Alex joined the team and he is committed to working closely with his clients, providing technical, commercial and strategic advice focused on adding value to their businesses whilst growing and protecting their personal net wealth.
Scott has a passion for problem solving, he loves exploring new and innovative products, services and strategies that enhance efficiency and drive not just business growth, but deliver real solutions to his allow clients to achieve their overall financial and personal goals.
Scott understands the importance of relationships and builds trust and respect through his knowledge, reliability and pro-activeness.
After a long career in the mining industry, Mark undertook a sea change to begin work in financial services, including over 14 years in the area of property finance and development.
He began his financial planning career in 1997 with a major institution and became principal and owner of his own firm Arkwealth in 2006 which works out of the Maxim offices.