Mathew is an experienced financial services professional, having worked in the investment advisory space for several years prior to joining Thesan Asset Management. He has experience working with both retail and wholesale clientele and advising on a range of areas including direct equities and fixed income solutions. He is passionate about understanding the “why” of investing, so that solutions are fit-for-purpose, and achieve the vision of the individual client, whether that be an individual or an organisation. Mathew joined Thesan because he firmly believes it has a unique offering in the asset management space that makes it unique in the market.
Mathew has held numerous positions at QSuper, including being a Financial Adviser and Team Leader, and in the area of quality and compliance, where he audited Advisers, and was responsible for various risk management functions across the fund. Mathew also has experience as an Adviser in the Private Wealth space, and Institutional Wealth Management experience in the not-for-profit sector, where he was involved with management of funds for Aged Care and Religious Institutions.
Mathew holds a Master of Applied Finance degree, is an accredited SMSF Specialist Advisor™ with the Self-Managed Superannuation Fund Association and holds a Certificate of Governance and Risk Management from the Governance Institute.