Matthew Wallis

Matthew Wallis Email and Phone Number

Advice Distribution Manager @ Intelligent Planning
Sydney, NSW, AU
Matthew Wallis's Location
Greater Sydney Area, Australia
Matthew Wallis's Contact Details

Matthew Wallis work email

Matthew Wallis personal email

Matthew Wallis phone numbers

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 "

Matthew Wallis's Current Company Details
Intelligent Planning

Intelligent Planning

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Advice Distribution Manager
Sydney, NSW, AU
Website:
intelligentplanning.com.au
Employees:
1
Matthew Wallis Work Experience Details
  • Intelligent Planning
    Advice Distribution Manager
    Intelligent Planning
    Sydney, Nsw, Au
    View
  • Dirigere Advisory
    Advice Distribution Manager
    Dirigere Advisory Dec 2023 - Present
    Sydney, New South Wales, Australia
    View
  • Beta Advice
    Financial Adviser
    Beta Advice Apr 2022 - Present
    Sydney, New South Wales, Australia
    Insurance advice specialist
  • Successful Ways
    Financial Adviser
    Successful Ways May 2022 - Jan 2023
    Sydney, New South Wales, Australia
    View
  • Synchronised Business Services Pty Ltd
    State Manager
    Synchronised Business Services Pty Ltd Mar 2018 - Apr 2022
    Sydney, Australia
    View
  • Synchron Financial Services Australia
    State Manager
    Synchron Financial Services Australia Feb 2018 - Apr 2022
    Sydney, Australia
    View
  • Straightforward Financial Planning Pty Ltd
    Financial Adviser And Director
    Straightforward Financial Planning Pty Ltd Dec 2013 - Jul 2018
    Sydney, Australia
  • Early Years Support Service
    Deputy Chair
    Early Years Support Service 2014 - Nov 2017
    Sutherland Shire
  • Kouteris Financial Services Pty Ltd
    Financial Adviser
    Kouteris Financial Services Pty Ltd Mar 2012 - Dec 2013
    Sydney, Australia
    View
  • Aia Australia
    Sales Manager - Nsw
    Aia Australia Sep 2008 - Jan 2012
  • Asteron
    Business Development Manager
    Asteron Oct 2007 - Sep 2008
    Sydney, Australia
    View
  • Aig
    Sales Support Officer
    Aig Apr 2005 - Apr 2007
    Sydney, Australia
    View
  • All Financial Services
    Client Relationship Manager
    All Financial Services Mar 2004 - Mar 2005
    Sydney, Australia
  • Aon Consulting
    Fund Administrator
    Aon Consulting 2000 - 2004
    View

Matthew Wallis Skills

Income Protection Wealth Management Insurance Retirement Planning Financial Services Life Insurance Wealth Superannuation Estate Planning Retirement Critical Illness Financial Planning Pensions Financial Advisory Financial Planners Investments Investment Strategies Wealth Accumulation Strategic Financial Planning Disability Insurance Investment Advisory Term Life Insurance Financial Risk Wealth Management Services Savings Protection

Matthew Wallis Education Details

Frequently Asked Questions about Matthew Wallis

What company does Matthew Wallis work for?

Matthew Wallis works for Intelligent Planning

What is Matthew Wallis's role at the current company?

Matthew Wallis's current role is Advice Distribution Manager.

What is Matthew Wallis's email address?

Matthew Wallis's email address is po****@****ail.com

What is Matthew Wallis's direct phone number?

Matthew Wallis's direct phone number is (041)-282*****

What schools did Matthew Wallis attend?

Matthew Wallis attended University Of New England (Au), Port Hacking High School, Port Hacking High School.

What skills is Matthew Wallis known for?

Matthew Wallis has skills like Income Protection, Wealth Management, Insurance, Retirement Planning, Financial Services, Life Insurance, Wealth, Superannuation, Estate Planning, Retirement, Critical Illness, Financial Planning.

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