Investment Adviser
Current
Dec 2020 - Present
AeroLeads people directory · profile
Steven Matson Email & Phone Number
Investment Adviser at Forsyth Barr Limited
at
Forsyth Barr Limited
1 work email found
@amp.co.nz
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Adviser at Forsyth Barr Limited
Location
Orewa, Auckland, New Zealand
Company size
Who is Steven Matson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Steven Matson is listed as Investment Adviser at Forsyth Barr Limited at Forsyth Barr Limited, a company with 292 employees, based in Orewa, Auckland, New Zealand. AeroLeads shows a work email signal at amp.co.nz and a matched LinkedIn profile for Steven Matson.
Steven Matson previously worked as Investment Adviser at Forsyth Barr Limited and Executive Financial Adviser at Westpac New Zealand Limited. Steven Matson holds Master Of Business Administration (Mba), Finance, General from Massey University.
Company email context
Email format at Forsyth Barr Limited
This section adds company-level context without repeating Steven Matson's masked contact details.
{first}_{last}@amp.co.nz
86% confidence
AeroLeads found 1 current-domain work email signal for Steven Matson. Compare company email patterns before reaching out.
Profile bio
About Steven Matson
Have you ever asked yourself the question, “What is my wealth for?” It’s a big one, and for most people there’s undoubtedly more than one answer. But thinking about it honestly can help you cut through the noise and get to what matters most to you. Using a disciplined, step-by-step process, I can help you identify and articulate your priorities, your passions and your concerns.30 years’ experience in Financial services comprising of Investment Banking in London and Sydney as well as Retail and Private Banking here in New Zealand.Accredited as a New Zealand Stock exchange (NZX) Adviser. I hold a Masters Degree in Business Administration (MBA), Studied Strategic Change at Said Business School, Oxford University, a Graduate Diploma in Business Studies from Massey University, as well as the Diploma in Financial Markets from Kaplan, Australia
Listed skills include Financial Services, Wealth Management, Investments, Financial Risk, and 45 others.
Current workplace
Steven Matson's current company
Company context helps verify the profile and gives searchers a useful next step.
Forsyth Barr Limited
13 roles
Steven Matson work experience
A career timeline built from the work history available for this profile.
Executive Financial Adviser
Jan 2020 - Dec 2020
Senior Manager Strategic Initiatives
May 2019 - Jan 2020
Head Of Advice
Leading the Advisory team. Delivery of sales performance growth and client retention.Accountable for new business and budget targets.Providing individual coaching and development
May 2018 - Apr 2019
Wealth Management
Business Development for Wealth Management Growing professional networks and alliances HNW Relationship management
Apr 2017 - Mar 2018
Mergers And Acquisitions Manager
Identifying strategic acquisition opportunities Negotiating business purchase transactions Preparing committee and board papers for funding and approvalCreating and implementing MoU and S&P agreements
Mar 2016 - Mar 2017
Senior Partnership Manager (Bdm'S)
Business Development for third party distributors Growing professional networks and alliances External business relationship management
Mar 2015 - Feb 2016
Regional Sales Manager
Leading the Northern Region sales teams (Taupo to Kaitaia region) Delivery of sales performance growth and client retention.Managing B2B relationships and growing business networks Accountable for new business and budget targets.Providing individual coaching and development for BDMs
Mar 2012 - Feb 2015
Senior Private Banker
Growth and Retention of High Net Worth and Ultra Net Worth client baseRelationship management Wealth Management and Financial Planning Expanding and managing professional networks
Dec 2005 - Feb 2012
Investment Adviser
Jan 2002 - Dec 2005
Senior Risk & Compliance Manager
Jan 1998 - Dec 2001
Futures Manager
Jan 1996 - Jan 1998
Branch Customer Services Manager
Dec 1990 - Dec 1995
Team & coworkers
Colleagues at Forsyth Barr Limited
Other employees you can reach at forsythbarr.co.nz. View company contacts for 292 employees →
BW
Barbara Wheater
Colleague at Forsyth Barr LimitedWarnbro, Western Australia, Australia, Australia
View →
NF
Nick Fitness
Colleague at Forsyth Barr LimitedAuckland, Auckland, New Zealand, New Zealand
View →
RR
Rabiya Rashid
Colleague at Forsyth Barr LimitedAuckland, New Zealand, New Zealand
View →
JT
Jeannine Tolley
Colleague at Forsyth Barr LimitedNew Zealand, New Zealand
View →
JN
James Noble
Colleague at Forsyth Barr LimitedWellington, Wellington, New Zealand, New Zealand
View →
SR
Shaun Roberts
Colleague at Forsyth Barr LimitedNew Zealand, New Zealand
View →
MP
Michael Parker
Colleague at Forsyth Barr LimitedWellington, New Zealand, New Zealand
View →
WT
Will Thompson
Colleague at Forsyth Barr LimitedAuckland, Auckland, New Zealand, New Zealand
View →
SE
Scott Ellis
Colleague at Forsyth Barr LimitedAuckland, Auckland, New Zealand, New Zealand
View →
KC
Katerina Cerna
Colleague at Forsyth Barr LimitedNew Zealand, New Zealand
View →
Barbara Wheater
Colleague at Forsyth Barr LimitedWarnbro, Western Australia, Australia, Australia
View →
NF
Nick Fitness
Colleague at Forsyth Barr LimitedAuckland, Auckland, New Zealand, New Zealand
View →
RR
Rabiya Rashid
Colleague at Forsyth Barr LimitedAuckland, New Zealand, New Zealand
View →
JT
Jeannine Tolley
Colleague at Forsyth Barr LimitedNew Zealand, New Zealand
View →
JN
James Noble
Colleague at Forsyth Barr LimitedWellington, Wellington, New Zealand, New Zealand
View →
SR
Shaun Roberts
Colleague at Forsyth Barr LimitedNew Zealand, New Zealand
View →
MP
Michael Parker
Colleague at Forsyth Barr LimitedWellington, New Zealand, New Zealand
View →
WT
Will Thompson
Colleague at Forsyth Barr LimitedAuckland, Auckland, New Zealand, New Zealand
View →
SE
Scott Ellis
Colleague at Forsyth Barr LimitedAuckland, Auckland, New Zealand, New Zealand
View →
KC
Katerina Cerna
Colleague at Forsyth Barr LimitedNew Zealand, New Zealand
View →
5 education records
Steven Matson education
Master Of Business Administration (Mba), Finance, General
Massey University
Post Grad. Dip. Business Studies (Financial Planning), Financial Planning
Massey University
Dipolma In Financial Markets, Financial Markets
New Zealand Certificate In Financial Services (Level 5), Financial Planning And Services
Certificate, Strategic Change
FAQ
Frequently asked questions about Steven Matson
Quick answers generated from the profile data available on this page.
What company does Steven Matson work for?
Steven Matson works for Forsyth Barr Limited.
What is Steven Matson's role at Forsyth Barr Limited?
Steven Matson is listed as Investment Adviser at Forsyth Barr Limited at Forsyth Barr Limited.
What is Steven Matson's email address?
AeroLeads has found 1 work email signal at @amp.co.nz for Steven Matson at Forsyth Barr Limited.
Where is Steven Matson based?
Steven Matson is based in Orewa, Auckland, New Zealand while working with Forsyth Barr Limited.
What companies has Steven Matson worked for?
Steven Matson has worked for Forsyth Barr Limited, Westpac New Zealand Limited, Fisher Funds, Amp New Zealand, and Anz.
Who are Steven Matson's colleagues at Forsyth Barr Limited?
Steven Matson's colleagues at Forsyth Barr Limited include Barbara Wheater, Nick Fitness, Rabiya Rashid, Jeannine Tolley, and James Noble.
How can I contact Steven Matson?
You can use AeroLeads to view verified contact signals for Steven Matson at Forsyth Barr Limited, including work email, phone, and LinkedIn data when available.
What schools did Steven Matson attend?
Steven Matson holds Master Of Business Administration (Mba), Finance, General from Massey University.
What skills is Steven Matson known for?
Steven Matson is listed with skills including Financial Services, Wealth Management, Investments, Financial Risk, Risk Management, Banking, Investment Advisory, and Relationship Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Steven Matson you were looking for.
Steven Matson
1 email domain
STEVEN MATSON
2 email domains
Steven Matson
3 email domains
Steven Matson
1 email domain