Matthew Kidd Email & Phone Number

Sydney, Nsw, Au

Australia

As the National Sales Manager my role is to work with all intermediaries, such as Financial Planning, Accounting and Mortgage Broking groups, mainly in Brisbane, Sydney, Melbourne and Adelaide, to help deliver high end, high quality property investment solutions for their clients. With over twenty years of property investment and financial planning experience, I understand that investing in property can be daunting for many people, so we take our time to make the journey a fulfilling, enjoyable and rewarding one.We work closely with the client and intermediary to find the appropriate property for themselves, or their SMSF, from locations in Melbourne, Brisbane or Adelaide, and deliver a sound investment strategy to acquire that property.All client's needs and objectives are different, so we thoroughly research every single property so as to deliver the best possible result, taking into account all factors that may influence the potential performance of the property.

Level 22 Australia Square 264 George Street Sydney 2000 Nsw

My role as a Director of the group is to help guide our different service lines in being successful in delivering our client service goals and objectives, mainly in the HNW/Private space, as well as ensuring a regular pipeline of new business.Recently, I have been helping more and more clients with project management within their businesses. Many business owners simply don't have the time to action their plans, and this is where I can come in and help to get project up and running.Developing our overall growth and sales strategy in NSW is also becoming a very important part of my focus, as head of business development.As a Fellow of FINSIA I have a strong affinity with the financial services industry and I am dedicated to constantly challenging my industry colleagues in the way financial services should be delivered to the client.

Sydney, New South Wales, Australia

As a Director of Privately Held Business (PHB) I headed the Wealth Advisory & Professional Services practice in Sydney, with the Financial Planning team reporting directly to me.My main role was to build on the existing Financial Planning business, both locally and nationally, mainly working with HNW individuals and SME business owners, as well as developing and implementing new and robust compliance management strategies for the AFSL that we advised under.I also had a significant role in creating and building the Professional Services division, which became a National service line, with the main focus being working with high-end Professionals, mainly new partners in Law firms, and managing their financial and Legal structures. I also had responsibility for Business Development in Sydney for PHB. My main focus was Hospitality and Retail with Banking being our main objective. Due to this activity we were engaged by several business to conduct banking reviews as well as Debt Advisory pieces.

Sydney, New South Wales, Australia

As the Director in charge of Financial Planning I was responsible for growing the Financial Planning business from a small practice into a large, successful and profitable practice, mainly servicing High Net Worth clients and SME business owners. Meeting the client's investment needs, as well as maintaining the growth of the Financial Planning business was my key objective. I also helped to contribute to the development of our then Dealer Group, Premium Wealth Management. I also played a key role in developing and delivering the new Accru brand between the different state offices as well as a significant role in overall Business Development for the Accru practice to develop and refresh the current on on-going new business pipeline.

I was the State Business Development Manager for NSW/ACT. My main role was to grow inflows into the Money Market products such as Cash Management Trust and Term Deposits, to take on the banks competitors in the Sydney and ACT markets.I was responsible for developing the relationships with the large Dealer groups such as Count Wealth, Lifespan and Financial Wisdom, as well as working with independent financial planning and accounting firms.Adelaide Bank was a relative new comer to the Eastern States, my role was to target the incumbent Money Market providers to take market share.

Adelaide, Australia

My role as a Senior Account Manager was to work with businesses who wanted to use radio as the medium to market their company. Whilst I was responsible for engaging them as clients, I also worked to liaise between the creative department and administration to create a successful advertising campaigns. I also used my personal business experience and knowledge to help some of the clients with their business planning strategies, such as marketing and financial management.

As a Director I started the business from scratch with a partner. The main focus was on inbound tourism, as well as helping new wine labels to enter the very competitive Adelaide Market. The company was a runner up in the SA Tourism Awards in 1997 before being successfully sold in 1998.I am very proud of the fact that several of the wine labels that we introduced to the market are now well known across Australia, with one going on to win National winery of the year several years ago.Starting this business from scratch, with very little capital, was an incredible learning experience, with many of the lessons learned (positive and negative) still playing a part in how I help run our business to this very day.

High School

Advanced Diploma Financial Planning

Diploma- Wine Marketing

Diploma, Hotel Administration Management