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Matthew O'Halloran
Private Wealth Adviser, Melbourne
Address: Level 7, 161 Collins Street, Melbourne VIC
Phone: 03 9649 2400
About Matthew
Matthew is a Private Wealth Adviser in the Melbourne office for the Shadforth Financial Group.
Matthew gains satisfaction in developing tailored strategies that maximise outcomes for his clients. He is passionate about establishing and maintaining long term relationships and enjoys assisting people to achieve their personal financial objectives.
Education and experience
Matthew holds the internationally recognised CERTIFIED FINANCIAL PLANNER®designation, the highest qualification within the financial planning industry. He also holds a Bachelor of Business in Accountancy, a Diploma of Financial Planning and is a member of the Financial Planning Association of Australia.
Matthew commenced his career in financial services with Heraud Harrison Pty Ltd (a founding member firm of Shadforth Financial Group) and has been working with clients in the provision of financial advice since 2008.
Outside of work
Away from work, Matthew enjoys keeping fit with a focus on cycling. He has a keen interest in motor vehicles and enjoys good food and wine with his friends and family.