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Peter Matthews Work
2015 -now Principal, Annex Wealth @
2013 -2015 Senior Financial Advisor @
2007 -2013 Senior Financial Advisor @
Peter Matthews Education
Kaplan
Advanced Diploma of Financial Planning
2007-2008
University of Ballarat
Bachelor of Business (Marketing and Management)
1996-2000
University of Ballarat
Bachelor of Education with Honours (Sports Marketing)
1996-2000
Peter Matthews Skills
Investments
Strategic Financial Planning
Wealth Management
Retirement Planning
Superannuation
Banking
Financial Advisory
Financial Planning
Income Protection
Insurance
Investment Advisory
Investment Strategies
Portfolio Management
Risk Management
Management
Pensions
Financial Risk
Retirement
Finance
Financial Services
Wealth
Relationship Management
Mutual Funds
Aged Care
Self Managed Superannuation Funds (SMSF)
Smsf
SME
Peter Matthews Summary
Peter Matthews, is currently a Principal, Annex Wealth at Annex Wealth. Peter Matthews brings experience from previous roles at Commonwealth Financial Planning and CBS Financial. Peter Matthews holds a 2007 - 2008 Advanced Diploma of Financial Planning @ Kaplan. With a robust skill set that includes Investments, Strategic Financial Planning, Wealth Management, Retirement Planning, Superannuation and more. Peter Matthews has 1 emails and 1 mobile phone numbers on RocketReach.
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