We have partnered with JV Wealth to assist you with your financial and investment needs.
JV Wealth is a professional, holistic financial services company with well over 20 years of experience. Their relationship with each client is built on trust, integrity and professionalism.
JV Wealth prides itself on discovering and delivering strategic solutions designed to meet your personal or business needs. They select from a wide range of best of breed products and strive to find the right product to suit all of your current and future requirements.
For more information, please contact JV Wealth’s Financial Advisers, Matthew Wilson on 8338 4100 or Tony Skinner on 8271 5427. Matthew and Tony can provide comprehensive services in financial planning, life and income protection insurance and all other financial planning matters.
About JV Wealth’s Financial Advisers
MATTHEW WILSON
Matthew has more than 30 years’ experience in a broad range of financial roles. Starting his career in professional services and becoming a Chartered Accountant, working in Australia, Singapore, Indonesia and the UK, before moving into the corporate world and working with a number of large, well-known national and multi-national companies across a diverse range of industries.
In 2019 Matthew moved back into professional services, joining a financial planning practice and undertaking the additional study and on-the-job learning to become an ASIC registered Financial Adviser.
In 2023 Matthew took a leap and started his own financial planning practice, with two main goals, to establish a client-focused and professional business, and to support people to identify and achieve their financial objectives.
Matthew qualifications:
* Bachelor of Economics (Accounting Major)
* Chartered Accountant (CA Australia and New Zealand)
* Graduate Diploma in Financial Planning
* FASEA Exam completed
* ASIC registered Financial Adviser (No. 1285016)