Matt PackDirector Financial Planning

ABOUT MATT

Good advice can change everything and Matt is one of the profession’s good guys.

Matt is the Director responsible for Financial Planning for Hayes Knight NSW. He is dedicated to the profession and how it can influence people’s lives.

Often the simple act of getting organised and establishing objectives can make a huge difference. Matt works with clients to hone their goals and put the steps in place to realise those goals – whether it’s developing plans to build and manage wealth, managing the complex superannuation rules to maximise family outcomes, or arranging insurance to provide financial resources for those we love when things go wrong, Matt’s integral role in client planning helps secure a positive future.

Matt specialises in private wealth management and retirement planning. He has expertise in helping clients build wealth, plan successfully for retirement and manage life transitions including divorce, redundancy, and managing the transfer of wealth when someone dies.

He has many years of experience as a successful adviser across SMSFs and listed investments including direct shares, exchange traded funds and other listed securities.

Matt also has significant risk insurance experience, having worked for several years in an insurance brokering firm where he provided life insurance advice and advised business owners on their succession plans and insurance funding mechanisms.

Matt is an Authorised Representative (No.263494) of our related company Merit Wealth Pty Ltd (Australian Financial Services Licence No. 409361, ABN 89 125 557 002). 

Download our Financial Services Guide – Part 1 & Part 2.

 

EDUCATION & PROFESSIONAL MEMBERSHIP

  • Master of Applied Finance
  • Diploma and Advanced Diploma in Financial Services
  • Certified Financial Planner professional
  • CPA Member, CPA Australia
  • ASX Accredited Investment Adviser

 

Favourite line from a movie

 

“Carpe diem. Seize the day, boys. Make your lives extraordinary.”

John Keating, Dead Poets Society

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