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Matt partners with individuals, family groups & philanthropic entities to develop, implement and optimise wealth creation and asset protection strategies.

 

Advice areas | Strategic financial planning, life & disability Insurance, investment structuring, wealth management, superannuation, private banking and group insurance.

 

Matt Vickers is principal adviser at Snowgum Financial Services.

 

Matt facilitates the wealth management and private banking needs of professionals, business owners, senior executives and their families, as well as acting as a conduit for inter-generational wealth management.

 

Snowgum Financial Services manages material wealth for its clients, doing so without being tied to an institutional product mandate.

 

Matt has brokered some of Australia’s largest personal insurance policies and structured employee insurance plans for multi-national business’.

 

Advice is strategy focused, leveraging smart technology allowing for the efficient incorporation of a divers range of investment opportunities.

 

Prior to establishing Snowgum Financial Services in 2016, Matt was a private client adviser at a leading boutique firm and attained a variety of industry qualifications.

 

Qualifications & Experience

Matt holds the following designations:

Certified Financial Planner®

Bachelor of Economics in Finance and Economics | University of Sydney

Master of Applied Finance in Financial Planning | Kaplan

Diploma of Mortgage and Finance Broking Management | Kaplan

Member of the Financial Planning Association (FPA) of Australia

Finance Broker with the Mortgage and Finance Association of Australia (MFAA)

Justice of the Peace

 

Matt is an active volunteer with his local sporting club and enjoys making the most of nature via trail running, in his kayak or on ski’s.

Snowgum Financial Services

Snowgum Financial Services is a privately owned and non-aligned financial planning and consulting business.

 

We specialise in wealth management advice for individuals and families and life risk advice to individuals, families and businesses.

 

We partner with clients to optimise their financial circumstances, allowing them to focus on more valuable life pursuits. We are here to provide a source of continuity in the development, implementation and ongoing management of a financial roadmap that adapts to your ever changing needs.

 

Values

 

We treat our clients as if they were family. Our interest is in forging long term relationships built upon our integrity, professionalism, compassion and mutual respect.

 

We are proudly privately owned and licensed. Our advice is solely provided to benefit our clients.

 

Advice

 

Individual advice area’s: Superannuation, portfolio construction, strategic advice, all life and disability insurances, cashflow solutions and debt facility management.

 

Business advice area’s: We work with small to medium sized businesses to implement business risk succession plans and key person risk management plans.

 

Corporate advice area: We broker, administer and project manage group insurance schemes which insure a company’s employee base. These plans are customisable and are typically used to streamline partnership capital protection, provide employee benefits and uphold a company’s social responsibility to employees.

Peter Vickers Lindfield Forum

A Collaborative Forum for the owners and leaders of SME based on the North Shore of Sydney.

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