Matthew Vickers
Financial Adviser at Snowgum Financial Services- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Summer Land
Highly professional, yet someone who doesn't speak in ye olde financial terms, Matthew is the person I trust most when it comes to financial advice and insurance. It doesn't matter if you need help with a self managed super fund, advice on philanthropic endeavours or help constructing an investment portfolio, Matthew is the person you want in your corner. I also recommend reading his quarterly financial report, Snowgum Quarterly... (You'll sound extra smart in the break room.)
Summer Land
Highly professional, yet someone who doesn't speak in ye olde financial terms, Matthew is the person I trust most when it comes to financial advice and insurance. It doesn't matter if you need help with a self managed super fund, advice on philanthropic endeavours or help constructing an investment portfolio, Matthew is the person you want in your corner. I also recommend reading his quarterly financial report, Snowgum Quarterly... (You'll sound extra smart in the break room.)
Summer Land
Highly professional, yet someone who doesn't speak in ye olde financial terms, Matthew is the person I trust most when it comes to financial advice and insurance. It doesn't matter if you need help with a self managed super fund, advice on philanthropic endeavours or help constructing an investment portfolio, Matthew is the person you want in your corner. I also recommend reading his quarterly financial report, Snowgum Quarterly... (You'll sound extra smart in the break room.)
Summer Land
Highly professional, yet someone who doesn't speak in ye olde financial terms, Matthew is the person I trust most when it comes to financial advice and insurance. It doesn't matter if you need help with a self managed super fund, advice on philanthropic endeavours or help constructing an investment portfolio, Matthew is the person you want in your corner. I also recommend reading his quarterly financial report, Snowgum Quarterly... (You'll sound extra smart in the break room.)
Credentials
-
Accredited Finance Broker
Mortgage & Finance Association of Australia (MFAA)Dec, 2015- Nov, 2024 -
Tax (financial) adviser
Tax Practitioners BoardNov, 2014- Nov, 2024 -
Certified Financial Planner (CFP®)
Financial Planning Association of AustraliaJan, 2014- Nov, 2024
Experience
-
Snowgum Financial Services
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Financial Adviser
-
Mar 2015 - Present
Advice areas: Superannuation, personal investing, portfolio construction, life insurance, income protection insurance, wealth accumulation strategies, retirement planning, tax planning, debt structuring, cash-flow modelling, group insurance and business insurance risk management. Advice areas: Superannuation, personal investing, portfolio construction, life insurance, income protection insurance, wealth accumulation strategies, retirement planning, tax planning, debt structuring, cash-flow modelling, group insurance and business insurance risk management.
-
-
-
Sherlock Wealth
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Financial Adviser
-
Dec 2012 - Jan 2015
-
-
Paraplanner
-
Jul 2010 - Dec 2012
-
-
Education
-
2006 - 2008
University of Sydney
Bachelor of Economics, Economics & Finance -
2011 - 2012
Kaplan Professional
Master of Applied Finance, Financial Planning -
2014 - 2014
Kaplan Professional
Diploma, Finance & Mortgage Broking Management -
-
Barker College
Community
