DAVID HOLLOWAY
Managing Director

Financial Planning Partner, David Holloway is an authorised representative of Professional Investment Services (PIS). PIS can provide you with services throughout Australia and worldwide using its extensive membership.

David is a CFP and CIP, an Associate of the Financial Planning Association, an Associate of FINSIA, a member of AFA, a life member of MDRT, an Accredited Specialist Self Managed Super Fund advisor and member of SPAA, Commissioner of Declarations and President of the Brisbane West Chamber of Commerce.

David has been in the financial services industry for more than 30 years and can provide you with help to make your financial decisions and secure your financial freedom.

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.

 

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