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Matt Hollyman

Matt Hollyman

BBus GDipAppFin GDipFP
Authorised representative number: 000322372

Senior Private Client Adviser / Partner of Milton

As markets ebb and flow, it is my personal relationship with clients that enables them to trust and profit from my advice.
Matt has been working in financial services since 1999 in a variety of capacities. Experienced in investments, financial planning and superannuation, Matt directs his efforts to building and managing wealth for small business operators, professionals and retirees through shares, managed funds and cash-based products.

Investment Style

Matt aims to make money for his clients through a range of strategies. The genesis of these ideas comes through knowing markets and knowing his clients. Matt works hard to get the best for his clients.

Services and Specialties

Retirement and Estate Planning
Fixed Interest and Cash Management
Self-Managed Super Funds
Margin Lending and Gearing Strategies
Superannuation Advice
Portfolio Administration
Wealth Management

Qualifications and Professional Affiliations

Ethics and Professional Relationships
Graduate Diploma of Financial Planning
Bachelor of Business (Management and Marketing)
Graduate Diploma in Applied Finance and Investment

Associations

No items found.

Competencies

Financial Planning
Margin Lending
Superannuation
Managed Investments
Life Insurance
Generic
Securities
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of percentage of fees. As a shareholder of Forefront Financial Services, I may be entitled to a share of profits. As a Partner of Forefront Financial Services, I will be entitled to a share of profits.