Matt Kallis

Matt Kallis

Matt Kallis 150 150 SSJuanito

“Matt takes a genuine interest in getting to know and help his clients. While, he is very knowledgeable on investments, he also is a considerate and open person that asks questions that go beyond the surface. Matt has challenged us to think beyond wealth and security as a goal, but rather a means to more fulfilling pursuits.”

Matt has over ten years experience as a Financial Adviser. He specialises in the area of investments; in particular portfolio construction and financial markets. Matt is responsible for the recommendation of all investment products within the firm with a focus on creating portfolios that are both robust and ‘best-of-breed’. He is passionate about economics and financial markets and helping clients understand the intricacies of these areas.

Matt holds a Bachelor of Business majoring in Economics and Banking and Finance. He has also completed a Graduate Diploma in Financial Planning and is accredited to provide advice on listed securities.

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