Matt Hollyman

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

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Portfolio Administration

Retirement and Estate Planning

Self-Managed Super Funds

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Matt Hollyman's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Graduate Diploma in Applied Finance and Investment

Bachelor of Business (Management and Marketing)

Graduate Diploma of Financial Planning

Associations

No items found.

Competencies

Financial Planning

Generic

Life Insurance

Managed Investments

Margin Lending

Securities

Superannuation

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.