Matthew Milnes Email
Senior Financial Adviser @ OBRA Wealth
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Matthew Milnes Location
- North Rothbury, NSW, AU
Matthew Milnes Work
- 2024 -now Senior Financial Adviser @
- 2017 -2024 Financial Adviser @ Stonebridge Capital
- 2013 -2017 Financial Adviser @
- 2011 -2013 Operations Manager @ Lawler Financial Services
- 2010 -2011 Financial Planner @ Custom Wealth Solutions
- 2008 -2010 Financial Planner @
- 2006 -2008 Para Planner @ Stonebridge Wealth Solutions
Matthew Milnes Education
- Kaplan Professional
Master of Financial Planning (Master of Financial Planning, Financial Planning and Services)
2016-2018 - Kaplan Professional
Advanced Diploma of Financial Planning (Advanced Diploma of Financial Planning, Financial Planning and Services)
2015-2015 - Kaplan Professional
Self-managed Superannuation Funds (Self-managed Superannuation Funds, Financial Planning and Services)
2014-2014 - Kaplan Professional
Margin Lending and Geared Investments (Margin Lending and Geared Investments, Financial Planning and Services)
2010-2010 - Kaplan Professional
Diploma of Financial Services (Diploma of Financial Services, Financial Planning and Services)
2010 - Kingswood High School
Matthew Milnes Skills
- Retirement Planning
- Insurance
- Self Managed Superannuation Funds Smsf
- Financial Risk
- Asset Management
- Risk
- Financial Advisory
- Tax
- Pensions
- Superannuation
- Protection
- Wealth Management
- Investment Management
- Financial Services
- Marketing
- Project Planning
- Strategic Financial Planning
- Investments
- Portfolio Management
- Risk Management
- Financial Planning
- Estate Planning
- Estrategia empresarial
- Retirement
- Self Managed Superannuation Funds
Matthew Milnes Summary
- Matthew Milnes, based in North Rothbury, NSW, AU, is currently a Senior Financial Adviser at BMP Wealth. Matthew Milnes brings experience from previous roles at Stonebridge Capital, PKF Wealth, Lawler Financial Services and Custom Wealth Solutions. Matthew Milnes holds a 2016 - 2018 Master of Financial Planning in Master of Financial Planning, Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Retirement Planning, Insurance, Self Managed Superannuation Funds Smsf, Financial Risk, Asset Management and more. Matthew Milnes has 2 emails on RocketReach.
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