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Matthew Eccles Location
Sydney, NSW, AU
Matthew Eccles Work
2023 -now Family Office Partner @
2021 -2023 Private Wealth Adviser @
2020 -2021 Private Client Adviser @
2018 -2020 Associate Adviser @
2017 -2017 Risk Division Manager @
2014 -2017 Independent Financial Adviser @
2012 -2012 Financial Assistant @
Matthew Eccles Education
Kaplan Professional
Masters in Financial Planning
2023-2023
Kaplan Professional
Graduate Diploma of Financial Planning
2022-2022
Monarch Institute
Advanced Diploma of Financial Planning
2017-2017
Mentor Education
Diploma of Financial Planning (RG146)
2016-2017
Milpark Business School
Advanced Certificate in Financial Planning
2012-2013
Milpark Business School
Certificate in Financial Planning
2011-2012
Damelin
Diploma Business Management
2009-2010
St Davids Marist Inanda
(High school)
2005-2009
Matthew Eccles Skills
Estate Planning
Strategic Financial Planning
Entrepreneurship
Financial Planning
Investments
Risk Management
Financial Planners
Health Insurance
Employee Benefits
Business Assurance
Pensions
Fixed Annuities
Retirement
Insurance
Financial Services
Retirement Planning
Wealth Management
Personal Financial Planning
Wills
Life Insurance
Matthew Eccles Summary
Matthew Eccles, based in Sydney, NSW, AU, is currently a Family Office Partner at Walsh Bay Partners. Matthew Eccles brings experience from previous roles at Fitzpatricks Private Wealth, AMP and InvestSense (Pty) Ltd. Matthew Eccles holds a 2023 - 2023 Masters in Financial Planning @ Kaplan Professional. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Entrepreneurship, Financial Planning, Investments and more. Matthew Eccles has 1 emails on RocketReach.
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