We're proud of the great team we have put together.
We are here to help with all of your life insurance, income protection and superannuation needs.
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- specialising in Personal Insurance & Superannuation Advice.
Having worked in the financial services industry since 2005, he has a wealth of practical capability.
He previously represented a well-known boutique financial planning firm where he successfully progressed to become a key Financial Adviser and Partner. He then gained corporate experience within Westpac’s exclusive Premium Financial Services business.
Chris has a passion for protecting clients and their families, and to demystify and take advantage of superannuation.
He holds a Bachelor of Business (Management), the Advanced Diploma in Financial Services (Financial Planning) as well as further specialist qualifications. He is also a registered Tax (Financial) Adviser with the Tax Practitioners Board.
Living in Perth's North Coast with his young family- he is a baseball fan, and also love films and rock and roll.
Ciara has been in the banking and financial planning industry for over 11 years.
She is qualified in the UK as a financial planner, as well as holding Australian credentials with a Diploma in Financial Services (Financial Planning).
Originally from Ireland, she worked in the UK for 2 years in the Premier Clients banking team with HSBC at their Canary Wharf headquarters in London before retraining as a Financial Planner Manager with The Royal Bank of Scotland. She immigrated to Australia in 2006 with her husband where she worked for Westpac and BT before joining RetireInvest in Adelaide as a financial adviser. She also spent over 4 years with the Commonwealth Bank working in both the Business and Retail sectors before moving to Perth in December 2011.
After starting a family, Ciara has decided to apply her extensive skills from direct advising to assisting Securitas Protect’s advisers and existing clients with all queries and requests, preparation of advice documentation and research of client’s current investment, insurance and superannuation portfolios. She also manages our client review schedule.
Sam has been in the banking and financial planning industry for 16 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.