Matt Leech

Matt Leech Email and Phone Number

Senior Financial Advisor | Wealth Creation Specialist | Strategic Planning @ My Wealth Solutions
newstead, queensland, australia
Matt Leech's Location
Greater Sydney Area, Australia
Matt Leech's Contact Details

Matt Leech personal email

n/a

Matt Leech phone numbers

About Matt Leech

With over 15 years of experience as a Financial Advisor and business owner, I have worked with a range of different clients, across different organisations including my own financial planning firm.I really enjoy making things simple for people and having a personable, hands on approach to getting outcomes.I believe that everyone can be financially free with some planning and execution but most people are unaware of what is possible for them and most people fail to take action.

Matt Leech's Current Company Details
My Wealth Solutions

My Wealth Solutions

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Senior Financial Advisor | Wealth Creation Specialist | Strategic Planning
newstead, queensland, australia
Employees:
17
Matt Leech Work Experience Details
  • My Wealth Solutions
    Senior Financial Advisor
    My Wealth Solutions Jul 2023 - Present
    Sydney, New South Wales, Australia
  • Kofkin Bond & Co
    Principal Planner
    Kofkin Bond & Co Jun 2020 - Aug 2022
    Sydney, New South Wales, Australia
  • Incite Wealth
    Financial Planner | Director
    Incite Wealth Feb 2016 - Jun 2020
    Level 8, 99 Elizabeth Street, Sydney Nsw 2000
  • Incite Wealth
    Financial Planner | Mortgage Broker
    Incite Wealth Jan 2016 - Jun 2020
    Level 8, 99 Elizabeth Street, Sydney Nsw 2000
  • Evalesco Financial Services
    Financial Adviser | Financial Planner
    Evalesco Financial Services Sep 2013 - Jan 2016
    Sydney, Australia
  • Psk Private Wealth
    Financial Adviser / Partner
    Psk Private Wealth Sep 2009 - Sep 2013
    I listen to what people want in their lives. I then build a Financial plan that "paints a picture" of how to get you there. Most importantly, I make sure year after year we are on track and also setting new goals!
  • Ag Private Advisory
    Financial Adviser
    Ag Private Advisory Aug 2008 - Sep 2009
  • Amp Financial Services
    Financial Planner / Mortgage Broker
    Amp Financial Services Jul 2007 - Aug 2008

Matt Leech Skills

Investments Financial Advisory Superannuation Wealth Financial Services Strategic Financial Planning Retirement Planning Financial Planning Income Protection Wealth Management Wealth Accumulation Investment Strategies Investment Advisory Smsf Asset Allocation Retirement Financial Planners Mortgage Lending Estate Planning Pensions Highly Personable Committed To Professionalism Can Do Approach Awesomeness

Matt Leech Education Details

  • Property Investment Professionals Of Australia (Pipa)
    Property Investment Professionals Of Australia (Pipa)
    Qualified Property Investment Adviser
  • Institute Of Human Technology
    Institute Of Human Technology
    Practitioner Certification, Neuro Linguistic Programming
  • Kaplan Professional
    Financial Planning And Services
  • Kaplan Professional
    Investments And Securities
  • Kaplan Professional
    Kaplan Professional
    Financial Planning And Services
  • Mentor Training Australia
    Mentor Training Australia
    Taxation, Estate Planning, Advanced Investment Planning And Financial Planning
  • Amp
    Financial Planning, Investment, Insurance, Superannuation, Client Relationship Management
  • Tma Australia
    Tma Australia
    Mortgage And Finance Broking

Frequently Asked Questions about Matt Leech

What company does Matt Leech work for?

Matt Leech works for My Wealth Solutions

What is Matt Leech's role at the current company?

Matt Leech's current role is Senior Financial Advisor | Wealth Creation Specialist | Strategic Planning.

What is Matt Leech's email address?

Matt Leech's email address is ml****@****.com.au

What is Matt Leech's direct phone number?

Matt Leech's direct phone number is +614155*****

What schools did Matt Leech attend?

Matt Leech attended Property Investment Professionals Of Australia (Pipa), Institute Of Human Technology, Kaplan Professional, Kaplan Professional, Kaplan Professional, Mentor Training Australia, Amp, Tma Australia.

What skills is Matt Leech known for?

Matt Leech has skills like Investments, Financial Advisory, Superannuation, Wealth, Financial Services, Strategic Financial Planning, Retirement Planning, Financial Planning, Income Protection, Wealth Management, Wealth Accumulation, Investment Strategies.

Who are Matt Leech's colleagues?

Matt Leech's colleagues are Lachlan Brien, Hayden Boglary, Cory Behrens, Henry Chen, Cheyenne Patena, Srushti Kawat, Catherine Walker.

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