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Snowgum


Welcome

Personal and business wealth advisers

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Snowgum


Welcome

Personal and business wealth advisers

About us

Snowgum Financial Services helps our clients be smart with their money by developing a financial plan, with the right mix of investments, supporting products and services, to fit your life goals.

Our approach is to develop a deep understanding of your goals and financial situation, which allows us to develop cost efficient, smart and progressive strategies that put you on the right track, with flexibility to accommodate your changing circumstances.

As a privately owned and licensed business, you wil receive professional, transparent and personalised advice and service.


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Why Snowgum?

The Snowgum is an Australian eucalypti which thrives in the harsh and difficult conditions of the Australia alpine environment, up to Australia's tree line at 1,800m. The Snowgum has a long lifespan, is adept at surviving extremes, from the deep snows of winter to bushfires in summer, a symbol of steady resolve aptly transferable to capital management. 

The Snowgum also happens to be strikingly beautiful and uniquely Australian.


Our Approach

  • Mutual respect

  • Professionalism

  • Transparency

  • Generosity of spirit

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Adviser


Principal Adviser

Adviser


Principal Adviser

Matt Vickers is principal adviser at Snowgum Financial Services. According to Matt;

Matt Vickers

“There are few professions that provide the opportunity to forge lifelong relationships with clients, where success is measured in the shared attainment of life goals and milestones. There is nothing more gratifying than providing a client a roadmap to lead a life of fulfillment, and then seeing this become a reality”

Snowgum Principal Adviser Matt Vickers facilitates the wealth management needs of emerging 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 their long term wealth accumulation needs. 

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

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