Matthew Payne

Matthew has a business background and over six years of industry experience, holds a Diploma of Financial Advising (SIA) and Diploma of Financial Services – Financial Planning (Kaplan). He is also accredited in self managed super funds (SMSFs – Kaplan).

Investment Style

Matthew seeks a comprehensive understanding of a client's financial circumstances and goals, ensuring that appropriate investments and strategies align with these. Matthew adopts a life-cycle approach to wealth management and has a particular interest in capital growth and income strategies, pre-retirement planning, SMSFs and wealth protection.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Personal Insurance

Portfolio Administration

Retirement and Estate Planning

Self-Managed Super Funds

Industry Experience

Sectors Covered

Matthew Payne's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Diploma of Financial Advising

Diploma of Financial Services (Financial Planning)

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Derivatives Level 1

Life Insurance

Managed Investments

Margin Lending

Securities

Superannuation

Financial Planning

Generic

I am a partner of Morgans (Orange) which operates the business of Morgans Financial Limited - Orange. My employer remunerates me by way of percentage of fees. As a Partner of Morgans (Orange), I will be entitled to a share of profits.

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