Matthew Prain Email & Phone Number
Who is Matthew Prain? Overview
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Matthew Prain is listed as Private Wealth Adviser - Insurance at Stanford Brown, a with 50 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Matthew Prain.
Matthew Prain previously worked as Financial Advisor & Risk Specialist at Swg and Adviser - Risk Specialist at Experien Insurance Services. Matthew Prain holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Professional.
Email format at Stanford Brown
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About Matthew Prain
Matthew began his career within the Wealth Protection industry as far back as 2003 where he started his career with Westpac/BT Financial Group. In his time within BT he encompassed a number of different roles understanding the mechanics of how an insurer works and the relationship between product, administration, underwriting and claims. After gaining experience in most areas and operations, Matthew sought to work directly with clients getting his diploma in Financial services - Financial planning. With a Strong Interest in helping to add value to his clients portfolio's by ensuring they have the best protection in place and helping them from establishment all the way through to claim stage. Specialising in Personal and business Insurances such as Term Life cover, TPD, critical Illness, Income Protection & Business Expenses Insurances.Matthew worked for Experien Insurance Services from 2007 til late 2015. Beginning as a para-planner to the principal advisers before becoming an adviser himself in 2009, with a strong focus on looking after the protection needs of medical, dental and accounting professionals.In late 2015 Matthew joined Specialist Wealth Group in St Leonard's who operated as the preferred partner to the Australian Medical Association (AMA) of NSW & ACT continuing to look after the insurance needs of clients. In late 2020 Matthew joined Stanford Brown as a Private Wealth Adviser looking after the protection needs of their clients. Having helped countless clients through the claims process, Matthew understands the value of having the right protection in place to keep one's family or business running at the worst time in a persons life. Insurance is about certainty, and Matthew uses his specialist knowledge of the industry to ensure the certainty is there for his clients at the time they need it most. At a time when policies, prices and life is changing so much, having an someone who specialises by your side is important. Matt spends his spare time keeping fit and has a keen interest in learning different languages. However, spare time is a rarity after becoming a father to his beautiful daughter Klementine in 2020.Specialities - Income Protection, Life Insurance, Total and permanent disability insurance. Trauma-Critical illness cover, business expenses cover and business succession cover.
Listed skills include Succession Planning, Income Protection, Protection, Wealth, and 16 others.
Matthew Prain's current company
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Matthew Prain work experience
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Financial Advisor & Risk Specialist
Specialist Wealth Group is a specialist financial planning firm that looks after the financial needs of medical professionals. Since 2017, SWG has been the preferred partner of financial advice to the Australian Medical Association to both NSW and ACT. Most of the staff at SWG have been supporting the financial needs of medical professionals for many years, working with them daily with the AMA, through hospital visits from Orientation week every year and numerous other education events has allowed SWG to understand the life cycle of a doctor from Graduation through to specialisation and beyond. As a senior financial adviser with Specialist Wealth Group, Matthew is responsible for networking and building relationships with clients and partners, providing financial advice to clients that help meet their needs and goals.
Adviser - Risk Specialist
Specialist Risk(Life Insurance & Income Protection) adviser to medical, dental and Accounting professionals. Worked closely with the Australian Medical Association(AMA) of NSW & QLD speaking and presenting at many conferences country wide. Working as a specialist insurance adviser entails building relationships with clients to manage their personal insurance portfolio's, review yearly and handle any claims on their behalf.
Adviser Services Consultant
Key responsibilities• Answering Financial Adviser queries & developing relationships with strategic Financial Advisers, underwriters and all departments• Paying medicals bills for BT financial group with UHG, Pathrec & Lifescreen• Processing Financial Adviser requests• Managing key relationships with External partners such as the Westpac branch network• Roles held within the Mail Team, Call Centre, New Business & directly with the senior underwriters & First aid officer for the division & Fire warden for the floor.
Colleagues at Stanford Brown
Other employees you can reach at stanfordbrown.com.au. View company contacts for 50 employees →
David Brown
Colleague at Stanford BrownGreater Sydney Area, Australia
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Lachlan Porter
Colleague at Stanford BrownKellyville, New South Wales, Australia
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Terrence Coleman
Colleague at Stanford BrownGreater Sydney Area, Australia
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Anita Vallelonga
Colleague at Stanford BrownSydney, New South Wales, Australia
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Kym Daley
Colleague at Stanford BrownGreater Sydney Area, Australia
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Saxon Tindall
Colleague at Stanford BrownNorth Sydney, New South Wales, Australia
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Alison Maine
Colleague at Stanford BrownGreater Sydney Area, Australia
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Daniel Morley
Colleague at Stanford BrownCurl Curl, New South Wales, Australia
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Jenny G.
Colleague at Stanford BrownNorth Sydney, New South Wales, Australia
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Alice Mitchell
Colleague at Stanford BrownGreater Sydney Area, Australia
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Matthew Prain education
Graduate Diploma Of Financial Planning, Financial Planning And Services
Diploma Of Financial Services (Dfp) & Advanced Diploma Of Financial Planning, Financial Planning And Services
Frequently asked questions about Matthew Prain
Quick answers generated from the profile data available on this page.
What company does Matthew Prain work for?
Matthew Prain works for Stanford Brown.
What is Matthew Prain's role at Stanford Brown?
Matthew Prain is listed as Private Wealth Adviser - Insurance at Stanford Brown.
Where is Matthew Prain based?
Matthew Prain is based in Sydney, New South Wales, Australia while working with Stanford Brown.
What companies has Matthew Prain worked for?
Matthew Prain has worked for Stanford Brown, Swg, Experien Insurance Services, and Bt Financial Group.
Who are Matthew Prain's colleagues at Stanford Brown?
Matthew Prain's colleagues at Stanford Brown include David Brown, Lachlan Porter, Terrence Coleman, Anita Vallelonga, and Kym Daley.
How can I contact Matthew Prain?
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What schools did Matthew Prain attend?
Matthew Prain holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Professional.
What skills is Matthew Prain known for?
Matthew Prain is listed with skills including Succession Planning, Income Protection, Protection, Wealth, Superannuation, Financial Advisory, Critical Illness, and Key Person Insurance.
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