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Matthew McIntosh
How long you have been in the Financial Planning Industry
Commenced in the Financial Services Industry in 2004 at the CBA in Melbourne & with MTP in 2007.
Qualifications
Diploma in Financial Services & currently completing Advance Diploma in Financial Services (Financial Planning).
Goals
To demonstrate my competency and knowledge through continually exceeding my clients expectations by going above and beyond what is required and expected.
Your role & how your role is important to MTP
My role is to develop, monitor, maintain and achieve my clients financial and lifestyle objectives through ongoing advice and support that is relevant and beneficial to their current position.
This enables me to demonstrate MTP’s core values each and every time I meet with my clients; making my skills, knowledge and all round ability critical in maintaining the high standards our clients have come to expect from MTP.
Personal interests
Football, Basketball, Golf, Share Market and Socialising with Friends
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