Mathew is an Advice Associate at 5 Financial, where he looks after onboarding. He makes sure every new client's first experience with us feels smooth, clear and personal.
He has worked in financial services since 2010 and joined 5 Financial in 2025. What he values most is being part of a close-knit team where everyone pulls in the same direction for clients.
For Mathew, the reward is in showing people how small changes today can make a real difference to their future. Superannuation and pensions are his particular area of expertise, and he enjoys helping clients build towards a comfortable retirement.
If you're new to 5 Financial, Mathew is often the first person you'll deal with. He guides you through the early stages of the advice process, gathering the full picture of your finances, keeping everything on track, and connecting you with your adviser, so nothing is missed, and you feel looked after from day one. For Mathew, onboarding is where trust is built, and he treats it that way.
Mathew holds a Graduate Diploma of Financial Planning and an Advanced Diploma of Financial Planning, both from Kaplan, as well as a Bachelor of Business majoring in Banking and Finance from Queensland University of Technology.
Outside of work, Mathew has taken up running to keep an active lifestyle. He completed his first mini-marathon earlier this year.