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Matthew Wood

Matthew Wood’s background is in banking and finance, having commenced his career back in 2002 with one of the big 4 banks. The majority of his time spent within the banking arena was working with high networth clients in the private bank, and he transitioned to providing personal advice to clients post-Global Financial Crisis. Mr Wood is an authorised representative of Count Financial and provides assistance on retirement planning, superannuation, self-managed super funds, investments, insurance, cash flow planning/budgeting, estate planning, scenario analysis/forward projections, lending and aged care. He holds a Masters in Applied Finance from Macquarie University, a Bachelor of Business majoring in Financial Risk Management, and is a Certified Financial Planner™professional, SMSF Specialist Adviser, Member of the Financial Planning Association of Australia and the SMSF Association. Mr Wood was awarded the Young Advisor of the year by Count Financial in 2015 for his dedication, delivery and quality to clients in financial planning.
Bio last updated 18 Oct 2018

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Roles

2016
Director, Financial Planning
Year started and most recent title

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