Wilson Smart Investment and Wealth Management Pty Ltd

Matthew Wilson, Principal of Wilson Smart Investment and Wealth Management

Matthew Wilson, Principal of Wilson Smart Investment and Wealth Management have been a member of Melbourne Inner South East since 2015.

I have 18 years experience in the financial services industry and during this time I have acquired expert knowledge in funds management, stockbroking, and wealth management while being recognised academically with awards in superannuation and professionalism/ethics. My main focus is to understand a clients needs and objectives. Once these needs and objectives are established, I then aim to provide responsible investment planning and other wide reaching financial advice strategy recommendations with the aim to build long term trusted relationships. I am a Certified Financial Planner and hold a Masters Degree in Financial Planning.

The Group has provided me with many trusted new clients as well as providing a valuable point to refer trusted clients to.
Members have been able to provide a referral with confidence while also receiving glowing feedback from the clients they have referred.

 

 

Member of Melbourne Inner South East Business Referral Group

Melbourne Inner South East Chapter meets every second Tuesday at 7:00Am, at The Royal South Yarra Tennis Club, 310 Williams Road North, Toorak VIC

The networking meeting starts at 7:15 AM  sharp to 8:30 AM

Like to attend this chapter ? contact Business Referral Group for your FREE Visit

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PH : 0408 554 804

E : Contact Form Below

W: wilsonsmartinvest.com.au

 

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