Mathew White
FINANCIAL PLANNER
M.App.Fin, Adv.DFP, SSA®, Cert GovRskMgmt, JP (Qual)
Helping clients prepare for life’s key financial transitions with clarity and care.
About Mathew
Mathew has over ten years of experience in financial services, with eight years dedicated to financial planning.
His career spans the not-for-profit sector, a major financial institution, and a boutique advice firm.
In addition to his role as a Financial Adviser, Mathew has held positions in leadership, compliance, and asset management, giving him a broad understanding of the financial landscape.
When Mathew isn’t providing financial advice, he moonlights as a Trombonist and band leader.
Mathew’s Financial Advice Philosophy
“I believe that financial planning is, first and foremost, about improving the life of my clients. Helping them make wise financial decisions, and working with them to prepare for key transitions in their financial lives. I like to begin with the end in mind, so that we undertake the journey together from the very start. Together we can develop a clear and understandable plan that allows clients to feel confident moving forward.”
“I’ve seen the difference that good financial planning can make in people’s lives, and I find the personal connection with clients is what makes this work fulfilling. I enjoy the technical side of finance, and I believe it’s always best to be transparent and straightforward.”
“What I love about working at Tupicoffs is that our financial advice is truly Independent. Independence keeps our clients at the centre of everything we do.”
- Mathew White
Financial Planning Qualifications
In addition to his decade of experience in financial services Mathew holds a number of qualifications. Including;
Master of Applied Finance
Advanced Diploma of Financial Planning
Certificate in Governance and Risk Management
SMSF Specialist Adviser (SSA®)
Justice of the Peace (Qual)