Matthew James Phelps

Matthew James Phelps Email and Phone Number

Financial Services | Sales Distribution | Leadership | Change Management and Transformation | Non-Executive Director | @ Money Quest Group
Matthew James Phelps's Location
Greater Sydney Area, Australia, Australia
Matthew James Phelps's Contact Details

Matthew James Phelps work email

Matthew James Phelps personal email

n/a
About Matthew James Phelps

Area of Expertise;Building, scaling and leading front line sales distribution teamsSubject matter expert in Financial Planning, Retail Banking, Lending (Retail and SME) and Financial Services Franchising Business Development – B2B, B2C, C2C, Strategy and Relationship ManagementTransformation and Change Management

Matthew James Phelps's Current Company Details
Money Quest Group

Money Quest Group

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Financial Services | Sales Distribution | Leadership | Change Management and Transformation | Non-Executive Director |
Matthew James Phelps Work Experience Details
  • Money Quest Group
    Nsw/Act State Manager - Growth And New Business
    Money Quest Group May 2024 - Present
    Melbourne, Victoria, Au
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  • Sydney Olympic Football Club
    Non-Executive Director
    Sydney Olympic Football Club Oct 2023 - Present
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  • Spectre Custodians Pty Ltd
    Consultant
    Spectre Custodians Pty Ltd May 2022 - Present
    An entity of Matthew Phelps which has experience in providing strategic consultation services within the financial services industry;-Subject Matter Expert in Debt Advisory; Residential, Business, Corporate, Wholesale and Private Lending- Capital Raising-Sales, Growth and Distribution strategy to existing businesses and start up ventures within financial services -The facilitation of B2B Strategic Partnerships- Financial Services Risk and Governance
  • City West Community Financial Services
    Non-Executive Director - City West Community Financial Services Limited
    City West Community Financial Services Sep 2019 - Present
    Haymarket, New South Wales, Au
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  • Sei Finance
    Head Of Distribution
    Sei Finance Feb 2023 - May 2024
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  • Square 1 Group Pty Ltd
    Consultant
    Square 1 Group Pty Ltd Feb 2023 - Jul 2023
    Lavender Bay, New South Wales, Au
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  • Mortgageport
    National Sales Director
    Mortgageport Sep 2022 - Feb 2023
    North Sydney, New South Wales, Au
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  • Nab
    Senior Change Management Consultant - Business And Private Banking
    Nab Jun 2022 - Sep 2022
    Melbourne, Victoria, Au
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  • Bendigo And Adelaide Bank
    Head Of Sales Distribution - Sme
    Bendigo And Adelaide Bank Dec 2021 - Jun 2022
    Bendigo, Vic, Au
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  • Bendigo And Adelaide Bank
    State Manager Nsw/Act - Retail Banking
    Bendigo And Adelaide Bank Oct 2020 - Dec 2021
    Bendigo, Vic, Au
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  • Bendigo And Adelaide Bank
    Area Manager Nsw/Act - Mobile Lending
    Bendigo And Adelaide Bank Dec 2017 - Oct 2020
    Bendigo, Vic, Au
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  • Bendigo And Adelaide Bank
    Regional Manager Nsw/Act - Retail Banking
    Bendigo And Adelaide Bank Oct 2016 - Dec 2017
    Bendigo, Vic, Au
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  • Bendigo And Adelaide Bank
    Manager Nsw/Act - Mobile Lending
    Bendigo And Adelaide Bank Nov 2015 - Oct 2016
    Bendigo, Vic, Au
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  • Balmain Rozelle Financial Services Limited
    Board Observer - Balmain Rozelle Financial Services Limited
    Balmain Rozelle Financial Services Limited Aug 2018 - Oct 2019
  • Archangel Wealth
    Partner - Wealth Management
    Archangel Wealth Aug 2013 - Nov 2015
    North Sydney, Nsw, Au
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  • Bt
    Financial Adviser (Partnership) - Westpac Alpha Sports And Entertainment + Westpac Premium Banking
    Bt Dec 2009 - Aug 2013
    Barangaroo, New South Wales, Au
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  • Anne Street Partners
    Manager - Financial Advice
    Anne Street Partners Jul 2009 - Dec 2009
  • Event Hospitality & Entertainment Limited
    Corporate Management Cadet - Finance And Accounting
    Event Hospitality & Entertainment Limited Jan 2007 - Jun 2009
    Sydney, Nsw, Au
    Rydges Hotels and Resorts, Event Cinemas and Featherdale Wildlife Park
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Matthew James Phelps Skills

Superannuation Insurance Financial Planning Financial Advice Investments Strategic Financial Planning Huthwaite Spin Selling Financial Advisory Wealth Management Relationship Management Private Banking Retail Banking Banking Relationships Financial Services Finance Banking Financial Risk Portfolio Management Integrity Asset Allocation Retirement Planning Investment Strategies Strategic Planning Business Development Wealth Investment Advisory Services New Business Development Asset Management Equities Pensions Investment Advisory Financial Markets Risk Management Credit Independent Financial Advice Income Protection Financial Modeling Financial Planners Personal Financial Planning Cash Flow Securities Smsf Funding Wealth Management Services Life Insurance Wealth Accumulation Derivatives Debt Management High Net Worth Individuals Building Relationships

Matthew James Phelps Education Details

  • Rmit University
    Rmit University
    Financial Planning
  • Macquarie University
    Macquarie University
    Bachelor International Business
  • Macquarie University
    Macquarie University
    Academic Advantage Recipient

Frequently Asked Questions about Matthew James Phelps

What company does Matthew James Phelps work for?

Matthew James Phelps works for Money Quest Group

What is Matthew James Phelps's role at the current company?

Matthew James Phelps's current role is Financial Services | Sales Distribution | Leadership | Change Management and Transformation | Non-Executive Director |.

What is Matthew James Phelps's email address?

Matthew James Phelps's email address is mp****@****.com.au

What schools did Matthew James Phelps attend?

Matthew James Phelps attended Rmit University, Macquarie University, Macquarie University.

What skills is Matthew James Phelps known for?

Matthew James Phelps has skills like Superannuation, Insurance, Financial Planning, Financial Advice, Investments, Strategic Financial Planning, Huthwaite Spin Selling, Financial Advisory, Wealth Management, Relationship Management, Private Banking, Retail Banking.

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