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Matthew Wallis Email & Phone Number
Advice Distribution Manager
at
Intelligent Planning
1 work email found
@intelligentplanning.com.au
1 phone found area 041
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Advice Distribution Manager
Location
Greater Sydney Area, Australia
Company size
Who is Matthew Wallis? Overview
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Quick answer
Matthew Wallis is listed as Advice Distribution Manager at Intelligent Planning, a with 1 employees, based in Greater Sydney Area, Australia. AeroLeads shows a work email signal at intelligentplanning.com.au, phone signal with area code 041, and a matched LinkedIn profile for Matthew Wallis.
Matthew Wallis previously worked as Advice Distribution Manager at Dirigere Advisory and Financial Adviser at Beta Advice. Matthew Wallis holds Graduate Diploma Of Financial Planning, Financial Planning And Services from University Of New England (Au).
Company email context
Email format at Intelligent Planning
This section adds company-level context without repeating Matthew Wallis's masked contact details.
{first}@intelligentplanning.com.au
89% confidence
AeroLeads found 1 current-domain work email signal for Matthew Wallis. Compare company email patterns before reaching out.
Profile bio
About Matthew Wallis
Matthew Wallis is a Advice Distribution Manager at Intelligent Planning. He possess expertise in income protection, wealth management, insurance, retirement planning, financial services and 21 more skills. Colleagues describe him as "I found Matthew very Customer orientated and willing to produce what the customer needed for their future financial requirements "
Listed skills include Income Protection, Wealth Management, Insurance, Retirement Planning, and 22 others.
Current workplace
Matthew Wallis's current company
Company context helps verify the profile and gives searchers a useful next step.
Intelligent Planning
14 roles · 27 years
Matthew Wallis work experience
A career timeline built from the work history available for this profile.
Advice Distribution Manager
Current
Dec 2023 - Present
Financial Adviser
Current
Beta Advice
Insurance advice specialist
Apr 2022 - Present
Financial Adviser
May 2022 - Jan 2023
State Manager
Mar 2018 - Apr 2022
State Manager
Feb 2018 - Apr 2022
Financial Adviser And Director
Straightforward Financial Planning Pty Ltd
Dec 2013 - Jul 2018
Deputy Chair
Early Years Support Service
2014 - Nov 2017
Financial Adviser
Mar 2012 - Dec 2013
Sales Manager - Nsw
Aia Australia
Sep 2008 - Jan 2012
Business Development Manager
Oct 2007 - Sep 2008
Sales Support Officer
Apr 2005 - Apr 2007
Client Relationship Manager
All Financial Services
Mar 2004 - Mar 2005
Fund Administrator
2000 - 2004
~4 yrs
3 education records
Matthew Wallis education
Graduate Diploma Of Financial Planning, Financial Planning And Services
Education record
Port Hacking High School
Education record
Port Hacking High School
FAQ
Frequently asked questions about Matthew Wallis
Quick answers generated from the profile data available on this page.
What company does Matthew Wallis work for?
Matthew Wallis works for Intelligent Planning.
What is Matthew Wallis's role at Intelligent Planning?
Matthew Wallis is listed as Advice Distribution Manager at Intelligent Planning.
What is Matthew Wallis's email address?
AeroLeads has found 1 work email signal at @intelligentplanning.com.au for Matthew Wallis at Intelligent Planning.
What is Matthew Wallis's phone number?
AeroLeads has found 1 phone signal(s) with area code 041 for Matthew Wallis at Intelligent Planning.
Where is Matthew Wallis based?
Matthew Wallis is based in Greater Sydney Area, Australia while working with Intelligent Planning.
What companies has Matthew Wallis worked for?
Matthew Wallis has worked for Intelligent Planning, Dirigere Advisory, Beta Advice, Successful Ways, and Synchronised Business Services Pty Ltd.
How can I contact Matthew Wallis?
You can use AeroLeads to view verified contact signals for Matthew Wallis at Intelligent Planning, including work email, phone, and LinkedIn data when available.
What schools did Matthew Wallis attend?
Matthew Wallis holds Graduate Diploma Of Financial Planning, Financial Planning And Services from University Of New England (Au).
What skills is Matthew Wallis known for?
Matthew Wallis is listed with skills including Income Protection, Wealth Management, Insurance, Retirement Planning, Financial Services, Life Insurance, Wealth, and Superannuation.
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