Matthew has been involved in financial advice since 2003, gaining experience in the UK, Switzerland and Australia. After working as a Financial Planning Manager for global bank HSBC, he made the move to Western Australia.

Matthew’s career in Australia began in the best possible way, when he was awarded the prestigious WA Value of Advice Award 2010. The award acknowledges the adviser who has demonstrated the most significant value to a client’s situation and enriched their financial wellbeing. Matthew has developed great relationships with his clients over the years, relationships built on trust and integrity.

Matthew holds the Advanced Diploma in Financial Planning as well as further specialist qualifications in Margin Lending and Self Managed Super Funds.

Matthew is a lifelong Liverpool FC fan.

Chris is an experienced Financial Adviser, having worked in the financial services industry since 2005 and being a licensed financial adviser since 2009, he has a wealth of practical capability.

Chris is passionate in helping clients to Finish Strong- to make the most of their remaining working lives and to live happily in the increasingly large chapter of life in retirement.

The greatest reward for Chris is helping clients to be financially comfortable, masters of their own time, see legacies play out, share knowledge and enjoy more of what they value.

He holds a Bachelor of Business (Management), the Advanced Diploma in Financial Services (Financial Planning) in addition to specialist qualifications and has completed all FASEA exam and education requirements.

In his spare time Chris enjoys spending time with his large family, skateboarding, following baseball and rugby league, and listening to a broad spectrum of rock music.

Sam has been in the banking and financial planning industry for 20 years.

She worked for Merrill Lynch in London as an assistant to seven analysts for seven years and then moved into a production specialist role with the research department for two years.

She immigrated to Australia in 2006 with her husband where she worked in a client services role for Godfrey Pembroke and Ipac Western Australia for six years.

Sam now assists Securitas Private Wealth’s adviser and existing clients with all queries and requests, preparation of advice documents and research of client’s current investment, insurance and superannuation portfolios.

Sam lives in Perth with her husband and two young children.

Andrew is an experienced Financial Adviser- specialising in personal insurance , superannuation advice and retirement planning. He has been providing financial advice since 2013, previously for ANZ bank, and has also worked in stockbroking operations for 7 years. He is a registered Tax (Financial) Adviser with the Tax Practitioners Board and member of the Financial Planning Association (FPA).

One of Andrew’s strengths is having transparent, open conversations with clients and helping them understand the complex ever changing landscape of financial issues. He holds an Advanced Diploma of Financial Planning and in addition has recently completed the Graduate Diploma of Financial Planning.

He is a history fan, loves quiz nights, Tottenham FC and the Fremantle Dockers.