Mathew White
FINANCIAL PLANNER
M.App.Fin, Adv.DFP, SSA®, Cert GovRskMgmt, JP (Qual)
Background
Mathew joined Tupicoffs in 2025, he has worked in financial services for ten years, eight of which have been in the financial planning profession. His financial services experience includes working across the not-for-profit sector, a large financial institution, and in a small boutique firm.
In addition to his work as a Financial Planner, Mathew has held roles in leadership, compliance and asset management.
When he isn’t at work, Mathew moonlights as a Trombonist and band leader.
Mathew’s Financial Advice Philosophy
I believe that financial planning is first and foremost about the life of the client, with the goal of helping them make wise decisions with their money, and to prepare for key transition points along the way. I like to begin with the end in mind, so that I’m travelling with you from the beginning, and so we have a clear and understandable plan to work with.
I have seen the difference that good financial planning can create in people’s lives, and have found the personal connection with clients something that makes the job fulfilling. I enjoy the technical side of finance, and think it’s always best to be transparent and straight-forward with clients.
What I love about being at Tupicoffs is that we provide “independent” financial advice, which keeps our clients at the centre of everything we do.
Financial Planning Qualifications
Mathew holds a Master of Applied Finance degree, an Advanced Diploma of Financial Planning, a Certificate of Governance and Risk Management, and is an SMSF Specialist Advisor (SSA®).