MATT FALVEY
Financial Planner
Our Senior Financial Planner, Matt Falvey joined the MSI Taylor Financial Services team in June 2007. He has recently been appointed a Partner to the Financial Services division.
Matt has more than 10 years experience in the Financial Services industry. His previous roles include Senior Financial Planner in the premium business services division of the Commonwealth Bank and Financial Planner with ANZ.
Before moving into financial planning, Matt held predominantly research roles including, Ecommerce specialist with Merrill Lynch in London, Research Analyst with the Australian Stock Exchange and Para-Planner with Wilson HTM Stockbrokers.
Matt has obtained a Bachelor of Business with a major in Accounting from Griffith University. Matt also graduated from Deakin University with a Diploma of Financial Planning.
Matt specialises in wealth creation strategies for clients’ individual needs. He can offer expert advice on tax effective investments, managed investments, superannuation, retirement planning, investment loans and insurance solutions.