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Snowgum


Welcome

Financial Advice | Wealth Management | Insurance

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Snowgum


Welcome

Financial Advice | Wealth Management | Insurance

About us

Snowgum Financial Services is privately owned and specialise in facilitating the wealth management needs of professionals, business owners, senior executives and their families, as well as acting as a conduit for the inter-generational transfer of wealth.


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Adviser


Principal Adviser

Adviser


Principal Adviser

Matt Vickers is principal adviser at Snowgum Financial Services.

Matt Vickers

Matt facilitates the wealth management needs of professionals, business owners, senior executives and their families as well as acting as a conduit for the inter-generational transfer of wealth.

With experience partnering with a sophisticated individuals, Matt is able to provide a robust framework for young and experienced wealth accumulators in a position to generate significant wealth in the future, optimising outcomes for themselves and the next generation. 

Over the last ten years Matt has successfully managed a significant volume of client funds.

Matt has brokered some of Australia’s largest personal insurance policies and implemented and managed employee wide insurance plans for a number of multi-national business’.

He provides strategy driven advice, that leverages smart technology solutions that allow for the efficeint incorporation of a variety of investment opportunities.

Prior to establishing Snowgum Financial Services, Matt was an private client adviser for one of Sydney's top boutique financial advice businesses, attaining a variety of industry qualifcations over the course of his career.

Qualifications & Experience 

Matt holds the following qualifications and professional memberships;

  • CERTIFIED FINANCIAL PLANNER®, the industry’s highest international practitioner qualification

  • Bachelor in Economics {Finance and Economics} | University of Sydney

  • Diploma of Mortgage and Finance Broking Management | Kaplan

  • Masters in Applied Finance {Financial Planning} | Kaplan (formerly the Securities Institute of Australia)

  • Member of the Financial Planning Association (FPA) of Australia

  • Accredited Finance Broker with the Mortgage and Finance Association of Australia (MFAA)

  • Registered tax (financial) adviser

  • Justice of the Peace

Matt is an active volunteer with his local sporting club and enjoys making the most of nature via trail running, in his kayak or on ski's.