Matt brings over 20 years of extensive experience in financial services, with a career encompassing a diverse range of roles within the industry. He joined the Group in December 2023 as Executive General Manager of Advice with a remit to guide and expand the Group’s Advice licensee businesses – Fortnum and Personal Financial Services (PFS) – as part of the Group’s strategic leadership in the financial advice sector.

Immediately before joining our team, Matt served as Executive General Manager of Advice for Australian Unity, where he led the transaction and transition for AU to bring PFS and Fortnum together. Prior to this, he held the CEO position of two licensees – Millennium3 and Financial Services Partners. Earlier in his career, Matt spent a decade with CBA/Colonial First State where he held pivotal roles including Head of Advice Development focusing on distribution growth and innovation. His background also encompasses roles in fund administration, product management, insurance underwriting, and advice technical analysis & strategy.

Matt’s qualifications include a Master’s Degree in Financial Services Law, along with a Diploma of Financial Planning, and a Diploma of Superannuation Fund Management.