Matt Davy Email & Phone Number

Sydney, New South Wales, Australia

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Sydney, New South Wales, Australia

A boutique, Australian based financial services business providing financial advice, investment management and personal client services.

Sydney, New South Wales, Australia

- Business Partner Perpetual Private and Perpetual Singapore - focus on advice business enablement, process improvement & operations. - Business leader Jacaranda FP operations - responsible for optimising business scalability and growth.

- Intergrated the Jacaranda business, functions and staff into the Perpetual Group.- Expanded the Jacaranda business up and down the Eastern seaboard (to include Sydney, Brisbane and Melbourne).- Responsible for all functions of the business, including adviser sales team and operations. - Aligned Jacaranda to Perpetual Vision, and strategy.- Restructured the business to align to a Professional Services Model.- Continued Growth in Jacaranda's Funds Under Management - surpassing client FUM of $1b.- Leveraged Perpetual infrastructure and capability to improve business efficiencies and the Jacaranda client offering.

Sydney, Australia

- Jacaranda FP is a leading Financial Planning group with offices along the Eastern Seaboard of Australia. - Delivered the business strategic plan, growing the business to $1b Funds under management.- Focused the business on meeting its sales and growth targets. - Delivered on business profitability objectives for 6 consecutive years. - Responsible for the creation of process efficiency and a scalable operating model. - Delivered an engaging and compliant client service offering and experience.- Implemented new technological solutions within the business.- Managed the relationships with all vendor/ suppliers linked to the business, including licensee, product providers and external auditors.- Responsible for the business HR function (People and Culture). Aligned staff to the company vision and values and created a positive and inclusive team culture.

Sydney, Australia

IRESS is a principal supplier of sophisticated share market and wealth management systems to financial markets and wealth management professionals.During my time at IRESS I managed the XPLAN product for some of the largest dealer group accounts in Australia. XPLAN offers Wealth Advisers a complete range of solutions for client management, business management and financial planning. It is regarded as market leading technology, both in Australia and worldwide.

London, United Kingdom

Relationship Manager for Wealth Management practices who manage the affairs of high net worth clients and whose principle investment proposition is led by the 7IM Platform.

London, United Kingdom

Fee based Private Client Wealth Manager and Financial Planner

London, United Kingdom

Independent Financial Adviser with a focus on Financial planning for Dentists, Doctors, Barristers and Lawyers.