Matthew is a Certified Financial Planner who began his career at DPM in 1999, becoming a member of the Financial Planning Association in 2002. Matthew has an in-depth knowledge in the lifecycle of medical professionals, and creates advice and manages investments for clients at all career stages.
Matthew Perrett
BA, CFP® , FPA (Aff)
Principal – Private Wealth | Melbourne Office
Please note new clients are assigned consultants based on an assessment of needs and availability.
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Podcast | When to consider a Self Managed Super Fund
Self Managed Super Funds (SMSF), can provide benefits for people who may want more control over their investments within their superannuation, especially within the direct share and more recent times cryptocurrency investments. There is also a benefit for medical professionals who are entering into a private practice and looking to purchase their own rooms that […]
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