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Tailored Share Trading Solutions and Effective Wealth Management Strategies
Matthew boasts over 20 years of extensive experience in collaborating with clients to deliver tailored financial solutions to address their specific needs. He excels in catering to the financial requirements of both corporations and individuals, particularly in the realm of employee share plan trading.
His track record includes successfully assisting numerous clients in augmenting their financial wealth through strategic advice and solutions involving Australian and Global equities, options, margin lending, managed funds, bonds, and currency.
Authorisations
Mathew Schurmann can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products
- Managed Investment Schemes
- Securities
- Margin Lending Facility
Qualifications
- Graduate Diploma of Financial Planning, KAPLAN, 2023
- Bachelor of Science (majors Maths and Oceanography), UNSW 1997