Matt Izzo Email & Phone Number
Financial Advisor @ William Buck
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Matt Izzo Location
- Adelaide, SA, AU
Matt Izzo Work
- Financial Advisor @ (December 2025 - Present)
- Financial Adviser @ (May 2025 - November 2025)
- Financial Adviser @ (October 2023 - May 2025)
- Associate Financial Adviser @ (August 2021 - October 2023)
- Paraplanner @ (August 2020 - August 2021)
- Client Services Manager @ (July 2019 - August 2020)
- Client Services Manager @ (February 2019 - July 2019)
- Advice Implementation Coordinator @ (July 2017 - February 2019)
- Customer Relations Consultant @ (July 2015 - July 2017)
- Concierge @ (October 2011 - September 2015)
- VIP Host and Customer Relations @ (September 2009 - September 2011)
- Conciege @ (October 2006 - August 2009)
Matt Izzo Education
- Kaplan Professional
Margin Lending
2025-2025 - Kaplan Professional
Tax for Financial Advising
2024-2024 - Kaplan Professional
Ethics and Professionalism in Financial Advice
2022-2023 - Kaplan Professional
SMSF Regulations and Taxation
2022-2022 - Kaplan Professional
RG-146
2017-2017 - University of South Australia
Bachelor of Applied Finance (FASEA Approved Degree)
2012-2015
Matt Izzo Skills
- Asset Allocation
- Communication
- Complaint Management
- Customer Service
- Estate Planning
- Financial Modeling
- Financial Planning
- Financial Risk Management
- Financial Services
- General Insurance
- High Net Worth Individuals
- Insurance
- Insurance Claims
- Investment Strategies
- Investments
- Leadership
- Microsoft Excel
- Microsoft Word
- Paraplanning
- People Skills
- Portfolio Management
- Problem Solving
- Protection
- Public Speaking
- Retirement Planning
- Risk Management
- Sales
- Self Managed Superannuation Funds (SMSF)
- Strategic Planning
- Superannuation
- Tax
- Time Management
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
Matt Izzo Summary
- Matt Izzo, based in Adelaide, SA, AU, is currently a Financial Advisor at William Buck. Matt Izzo brings experience from previous roles at FinSec Partners Pty Ltd, FMD Financial - Expert financial advisers and Viridian Advisory. Matt Izzo holds a 2025 - 2025 Margin Lending @ Kaplan Professional. With a robust skill set that includes Asset Allocation, Communication, Complaint Management, Customer Service, Estate Planning and more. Matt Izzo has 2 emails and 2 mobile phone numbers on RocketReach.
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Top William Buck Employees
Susan Green
Head of Learning and Development (Group)
Melbourne, VIC, AU
Greg Travers
Managing Partner
Sydney, NSW, AU
Lynda Clark
Partner
Sydney, NSW, AU
James Blackburn
Partner
Adelaide, SA, AU
Manda Trautwein
Partner and Member of Executive Board
Sydney, NSW, AU
Bryony Vandepeear
Partner - Marketing
Sydney, NSW, AU
Adam Kirkwood-Scott
Managing Partner
Melbourne, VIC, AU
Junaide Latif
Managing Partner
Brisbane, QLD, AU
Grant Kidner
Partner
Perth, WA, AU
Sarah Young
Chief Financial Officer
Sydney, NSW, AU
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