Matthew Stokes – Financial Adviser

Matt Stokes300Matt has more than 20 years Finance experience. Matt holds a Bachelor of Commerce, a Diploma of Financial Planning and is a qualified CPA having a background in Public Accounting and Industry, which includes spending 4 years working in London.

Matt is focused on understanding his client needs and finding solutions that are practical and appropriate to meet those needs. Matt believes listening to his clients goals and objectives is critical to a successful client-planner relationship, and takes pride in his clear and regular communication with all clients. Matt is dedicated to assisting existing and new clients develop and achieve their individual financial goals, at whatever juncture they are in life.

Matt is an avid Cats fan and very poor golfer. He enjoys family time with his wife Sharyn and their four beautiful cheeky children.