Matthew Phelps Email & Phone Number
Managing Director
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Matthew Phelps Location
- Sydney, NSW, AU
Matthew Phelps Work
- Managing Director @ MiLoan Funding (January 2026 - Present)
- Consultant @ Spectre (May 2022 - Present)
- Non-Executive Director @ (September 2019 - Present)
- Non-Executive Director @ (October 2023 - March 2026)
- NSW and ACT State Manager - Growth and New Business @ (May 2024 - January 2026)
- Head of Distribution @ (February 2023 - May 2024)
- National Director - Sales and Distribution @ (September 2022 - February 2023)
- Senior Change Management Consultant - NAB Business Banking and Private Banking @ (June 2022 - September 2022)
- Head of Sales Distribution - Business Banking, SME @ (December 2021 - June 2022)
- State Manager NSW and ACT - Retail and Community Banking @ (October 2020 - December 2021)
- State Manager NSW and ACT - Mobile Lending @ (December 2017 - October 2020)
- Regional Manager NSW and ACT - Retail Banking @ (October 2016 - December 2017)
- Manager NSW and ACT - Mobile Lending @ (November 2015 - October 2016)
- Board Observer - Balmain Rozelle Financial Services Limited @ Balmain Rozelle Financial Services Limited (August 2018 - October 2019)
- Partner - Wealth Management @ (August 2013 - November 2015)
- Partnership Financial Adviser - Alpha Sports and Entertainment + Westpac Private + Westpac Private @ (December 2009 - August 2013)
- Manager - Financial Advice @ Anne Street Partners (July 2009 - December 2009)
- Corporate Management Cadet - Finance and Accounting @ (January 2007 - June 2009)
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 Managing Director at MiLoan Funding. Matthew Phelps brings experience from previous roles at Spectre, City West Community Financial Services, Sydney Olympic Football Club and Money Quest Group. 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 1 emails and 2 mobile phone numbers on RocketReach.
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