Matthew Phelps Email & Phone Number
Non-Executive Director @ Sydney Olympic Football Club
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Matthew Phelps Location
- Sydney, NSW, AU
Matthew Phelps Work
- 2023 -now Non-Executive Director @
- 2022 -now Consultant @ Spectre
- 2019 -now Non-Executive Director @
- 2024 -2026 NSW and ACT State Manager - Growth and New Business @
- 2023 -2024 Head of Distribution @
- 2022 -2023 National Director - Sales and Distribution @
- 2022 -2022 Senior Change Management Consultant - NAB Business Banking and Private Banking @
- 2021 -2022 Head of Sales Distribution - Business Banking, SME @
- 2020 -2021 State Manager NSW and ACT - Retail and Community Banking @
- 2017 -2020 Area Manager NSW and ACT - Mobile Lending @
- 2018 -2019 Board Observer - Balmain Rozelle Financial Services Limited @ Balmain Rozelle Financial Services Limited
- 2016 -2017 Regional Manager NSW and ACT - Retail Banking @
- 2015 -2016 Manager NSW and ACT - Mobile Lending @
- 2013 -2015 Partner - Wealth Management @
- 2009 -2013 Partnership Financial Adviser - Alpha Sports and Entertainment + Westpac Private + Westpac Private @
- 2009 -2009 Manager - Financial Advice @ Anne Street Partners
- 2007 -2009 Corporate Management Cadet - Finance and Accounting @
Matthew Phelps Education
- RMIT University
Bachelor of Business (Financial Planning)
2009-2011 - Macquarie University
Bachelor International Business
2005-2008 - Macquarie University
Academic Advantage Recipient
2004-2004
Matthew Phelps Skills
- Superannuation
- Insurance
- Financial Planning
- Financial Advice
- Investments
- Strategic Financial Planning
- Huthwaite SPIN Selling
- Financial Advisory
- Wealth Management
- Relationship Management
- Private Banking
- Retail Banking
- Banking Relationships
- Financial Services
- Finance
- Banking
- Financial Risk
- Portfolio Management
- Integrity
- Asset Allocation
- Retirement Planning
- Investment Strategies
- Strategic Planning
- Business Development
- Wealth
- Investment Advisory Services
- New Business Development
- Asset Management
- Equities
- Pensions
- Investment Advisory
- Financial Markets
- Risk Management
- Credit
- Independent Financial Advice
- Income Protection
- Financial Modeling
- Financial Planners
- Personal Financial Planning
- Cash Flow
- Securities
- SMSF
- Funding
- Wealth Management Services
- Life Insurance
- Wealth Accumulation
- Derivatives
- Debt Management
- High Net Worth Individuals
- Building Relationships
- Sales
- Marketing
- Customer Service
- Financial Analysis
- Management
- Research
Matthew Phelps Summary
- Matthew Phelps, based in Sydney, NSW, AU, is currently a Non-Executive Director at Sydney Olympic Football Club. Matthew Phelps brings experience from previous roles at Spectre, City West Community Financial Services, Money Quest Group and Square 1 Group Pty Ltd. Matthew Phelps holds a 2009 - 2011 Bachelor of Business in Financial Planning @ RMIT University. With a robust skill set that includes Superannuation, Insurance, Financial Planning, Financial Advice, Investments and more. Matthew Phelps has 2 emails and 2 mobile phone numbers on RocketReach.
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Sydney, NSW, AU
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