Centric Wealth

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Matthew Taylor

    

Experience
Matthew started his career as a financial adviser in the United Kingdom in 2000 before returning to Sydney in 2003 and joining Centric Wealth in 2007.

He uses technical knowledge acquired through his academic studies and over 15 years’ experience as an adviser to provide professional financial advice to high net worth individuals and families, retirees, corporate executives and business owners.

Matthew prides himself on having a deep understanding of his client’s aspirations for the future, and devising and implementing tailored strategies so that his clients can spend more time on what is most important to them. He gains immense satisfaction from long term relationships with clients that have entrusted him with their affairs, and seeing them realise their financial objectives with the assistance of his advice over the years.

Educational Qualifications and Professional Memberships

  • CERTIFIED FINANCIAL PLANNER® professional
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Financial Planning Certificate (UK qualification)
  • Accredited Aged Care Professional™
Contact Matthew
   02 9250 6500
   email Matthew

 


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