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Snowgum


Welcome

We are personal and business wealth advisers

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Snowgum


Welcome

We are personal and business wealth advisers

Snowgum Financial Services is a privately owned and licensed personal and business wealth adviser. Our mission is to have a positive impact on all people we engage with. To achieve this, we provide un-conflicted and transparent advice, whilst engaging flexibly with other independent professionals.

We only partner with clients when we can ensure significant value. This can mean delaying any engagement, or assisting informally should it be in a clients best interest and only recommending professional engagement when value is assured.

Advice areas: Strategic planning, personal and self managed superannuation, private investing, portfolio construction, life risk management, income protection insurance, wealth management, retirement planning, debt management, cash-flow modelling, group insurance and business insurance risk and succession management.


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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.

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Adviser


Principal Adviser

Adviser


Principal Adviser

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

Matt Vickers
“There are very 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 High Net Worth individuals, families and philanthropic entities as well as acting as a conduit for the inter-generational transfer of wealth. Having experience partnering with a sophisticated clientele, Matt is able to provide a robust framework for both young and experienced accumulators in a position to generate significant wealth in the future, which optimises their long term wealth accumulation needs. 

Matt has brokered some of Australia’s largest personal insurance policies. He has implemented and managed employee wide insurance plans for multi-national companies. He is at the forefront of partnering with leading fin-tech providers, utilises direct bond and equity solutions that incorporate the full breadth of investment opportunities including separately managed account providers, listed investment companies, exchange traded funds and direct international exposures. Over the last seven years he 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.

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.