Education record
Certified Financial Planner (Cfp)
AeroLeads people directory · profile
Matthew Morrison Email & Phone Number
Director - Wealth Advisory
at
The Practice Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Director - Wealth Advisory
Location
Greater Melbourne Area, Australia
Company size
Who is Matthew Morrison? Overview
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Quick answer
Matthew Morrison is listed as Director - Wealth Advisory at The Practice Wealth Management, a with 46 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a matched LinkedIn profile for Matthew Morrison.
Matthew Morrison studied at Certified Financial Planner (Cfp).
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Email format at The Practice Wealth Management
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The Practice Wealth Management
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Profile bio
About Matthew Morrison
As a Financial Adviser, I, alongside my team, work with Professionals (couples & individuals), Business Owners & Retirees, to help them create and implement Financial 'game plans’ to achieve their future financial and lifestyle goals.We're big believers in Goals & Values based advice: to help you get clarity of what's important to you about your finances in the context of your overall life - and then help you make initial and ongoing Financial decisions in alignment with the key things that are most important to you (your Values), along with your Goals that require money or planning to achieve.We specialise in holistic wealth creation strategies, superannuation and retirement strategies, SMSFs, wealth protection, personalised investment strategies, business succession planning and estate planning. I’m also the author of the book 'Freedom, Lifestyle & Legacy: how to create Wealth in your 30's, 40's & 50's and set yourself up for Life' (which was published in October 2019). 'Freedom, Lifestyle & Legacy' unpacks a system that I've used to help hundreds of clients take control of their financial situation, and create a 'game plan' to build towards future Financial Freedom - while having the flexibility to enjoy their lifestyle along the journey. It's about having Lifestyle now...and Freedom later.Our team at The Practice are dedicated to helping you build a better future by first helping you develop clarity around what you want to achieve and then developing and implementing strategies to build towards financial freedom – whilst also protecting your wealth along the way. All advice is delivered in an easy to understand language.I have a Business Degree from RMIT, majoring in Financial Planning. I’m also a Certified Financial Planner (CFP). If you are interested in arranging an initial obligation free conversation to discuss your situation and explore how we can potentially help, please contact us via our website https://www.thepractice.com.au or on (03) 8888-4000.
Listed skills include Wealth Management, Retirement Planning, Investment Management, Financial Advisory, and 20 others.
Current workplace
Matthew Morrison's current company
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The Practice Wealth Management
1 role
Matthew Morrison work experience
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Director - Wealth Advisory
Team & coworkers
Colleagues at The Practice Wealth Management
Other employees you can reach at thepractice.com.au. View company contacts for 46 employees →
PL
Poh Ling Lai
Colleague at The Practice Wealth ManagementGreater Melbourne Area, Australia
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CR
Chris Reid
Colleague at The Practice Wealth ManagementCroydon Hills, Victoria, Australia
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AL
Andria Loizou
Colleague at The Practice Wealth ManagementCyprus
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CR
Craig Ridley
Colleague at The Practice Wealth ManagementGreater Melbourne Area, Australia
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NN
Nicholas Nightingale
Colleague at The Practice Wealth ManagementCarlton, Victoria, Australia
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JS
Jami Soukoulis
Colleague at The Practice Wealth ManagementGreater Melbourne Area, Australia
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CY
Cengizhan Yondemli
Colleague at The Practice Wealth ManagementAustralia
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JC
Jack Cunningham
Colleague at The Practice Wealth ManagementEssendon, Victoria, Australia
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BW
Brandon Warren
Colleague at The Practice Wealth ManagementCarlton, Victoria, Australia
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ML
Matthew Loukomitis
Colleague at The Practice Wealth ManagementEssendon, Victoria, Australia
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Poh Ling Lai
Colleague at The Practice Wealth ManagementGreater Melbourne Area, Australia
View →
CR
Chris Reid
Colleague at The Practice Wealth ManagementCroydon Hills, Victoria, Australia
View →
AL
Andria Loizou
Colleague at The Practice Wealth ManagementCyprus
View →
CR
Craig Ridley
Colleague at The Practice Wealth ManagementGreater Melbourne Area, Australia
View →
NN
Nicholas Nightingale
Colleague at The Practice Wealth ManagementCarlton, Victoria, Australia
View →
JS
Jami Soukoulis
Colleague at The Practice Wealth ManagementGreater Melbourne Area, Australia
View →
CY
Cengizhan Yondemli
Colleague at The Practice Wealth ManagementAustralia
View →
JC
Jack Cunningham
Colleague at The Practice Wealth ManagementEssendon, Victoria, Australia
View →
BW
Brandon Warren
Colleague at The Practice Wealth ManagementCarlton, Victoria, Australia
View →
ML
Matthew Loukomitis
Colleague at The Practice Wealth ManagementEssendon, Victoria, Australia
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2 education records
Matthew Morrison education
Bachelor Of Business (Majoring In Financial Planning)
FAQ
Frequently asked questions about Matthew Morrison
Quick answers generated from the profile data available on this page.
What company does Matthew Morrison work for?
Matthew Morrison works for The Practice Wealth Management.
What is Matthew Morrison's role at The Practice Wealth Management?
Matthew Morrison is listed as Director - Wealth Advisory at The Practice Wealth Management.
Where is Matthew Morrison based?
Matthew Morrison is based in Greater Melbourne Area, Australia while working with The Practice Wealth Management.
What companies has Matthew Morrison worked for?
Matthew Morrison has worked for The Practice Wealth Management.
Who are Matthew Morrison's colleagues at The Practice Wealth Management?
Matthew Morrison's colleagues at The Practice Wealth Management include Poh Ling Lai, Chris Reid, Andria Loizou, Craig Ridley, and Nicholas Nightingale.
How can I contact Matthew Morrison?
You can use AeroLeads to view verified contact signals for Matthew Morrison at The Practice Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Matthew Morrison attend?
Matthew Morrison studied at Certified Financial Planner (Cfp).
What skills is Matthew Morrison known for?
Matthew Morrison is listed with skills including Wealth Management, Retirement Planning, Investment Management, Financial Advisory, Strategic Financial Planning, Superannuation, Investment Advisory, and Self Managed Super Fund Advice.
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