Matt is working within the financial services community to grow the subscriber base of the SQM Fund Explorer tool and build the awareness and usage of SQM Research and its services.While at SQM Research, Matt has sourced many new clients from the full spectrum of the advice profession as well as the administration platforms, consultants and fund managers.SQM Research is an Australian owned investment research house which specialises in providing accurate research and data to… Show more Matt is working within the financial services community to grow the subscriber base of the SQM Fund Explorer tool and build the awareness and usage of SQM Research and its services.While at SQM Research, Matt has sourced many new clients from the full spectrum of the advice profession as well as the administration platforms, consultants and fund managers.SQM Research is an Australian owned investment research house which specialises in providing accurate research and data to financial institutions and investment professionals. SQM Research provides qualitative ratings reports on around 500 strategies including many that are not rated by other providers. Including 40+ suites of Multi-Asset SMA portfolios, newer strategies from institutional managers and institutional quality strategies from newer managers. As well as the powerful Fund Explorer tool, a professional funds research, screening, and analysis tool comparing over 10,000 funds, ETFs, SMA portfolios, and listed equities.SQM Research also provides many insights into the Australian residential property market through its proprietary residential property database. Show less

Matt assisted Pendal, using his expertise and experience, to distribute their solutions and support their clients. While at Pendal Matt, using his extensive network, engaged with a broad range of market participants.

Matt's role was to work with existing and potential clients to grow Franklin Templeton’s brand and generate flows into their product offering in the Australian market.Matt promoted and distributed Franklin Templeton's range of fixed income, equity and alternative solutions through engagement with dealer groups, advice businesses, research consultants and administration services across the Australian market. Matt generated flows and supported a broad range of clients from… Show more Matt's role was to work with existing and potential clients to grow Franklin Templeton’s brand and generate flows into their product offering in the Australian market.Matt promoted and distributed Franklin Templeton's range of fixed income, equity and alternative solutions through engagement with dealer groups, advice businesses, research consultants and administration services across the Australian market. Matt generated flows and supported a broad range of clients from self-licensed financial advisers to major domestic and global financial institutions in our market across all aspects of their businesses - strategy, research, advice, platforms & multi-manager teams.It was a broad role ranging from working with the head office teams of the financial institutions and platforms to engaging with the broader dealer group market, including individual advice businesses within the national dealer groups, second tier groups and self-licenced firms across New South Wales, Victoria and Queensland.Major accounts:• BT Financial Group – BTIS, BTFG Private Portfolio, BTFG Dealer Groups, BT Platforms, BTFG Investment Research & Governance • ANZ – ANZ Private, ANZ Platform, ANZ Dealer Groups (now IOOF), ANZ CIO• Macquarie Wrap – product team• Advice Evolution• Clearview• Centrepoint• Fortnum• Futuro• Madison• Shartru• Total Financial Services Show less

Matt delivered Invesco's investment solutions to existing and potential clients who ranged from the big 5 players in the Australian market to sole practices across NSW, ACT & Qld.

At CSAM Matt was a part of a dynamic team distributing Credit Suisse's range of funds into the financial planning community. Matt managed relationships with National & Boutique Dealer Groups, Platforms and Individual Advisers in NSW, the ACT & WA. Asset classes included International Shares, Large & Small Cap Aussie Shares, Property Securities, Fixed income & Private Equity.