ASIC Authorised Representative Number 260334

Qualifications

• Diploma of Financial Planning
• Bachelor of Commerce, Major Financial Accounting
• Registered Tax Agent

Membership

• NTAA – National Tax and Accountants’ Association
• FPA – Financial Planning Association

Matthew has been in the Financial Planning Industry since March 1998.  He has a wide ranging background in business, finance, taxation and accounting with over 17 years experience, firstly as an Accountant and has been self employed in the financial planning industry since 2003.

Matthew Rutter is happily married to Tanneil and they have 3 daughters. His interests include golf, snowboarding, cricket, tennis, travelling, movies, camping and spending time with his family and friends.

His strong interest in helping people with their financial and lifestyle well being combined with his financial technical skill, drew Matthew to the financial planning industry.

Matthew has studied a Bachelor of Commerce degree from Newcastle University majoring in Financial Accounting, the Diploma of Financial Planning from Deakin University and he is now undergoing the prestigious Certificate of Financial Planning. Matthew is a Registered Tax Agent and is a member of the National Tax & Accountants Association (NTAA).

Matthew has particular expertise in the areas of superannuation, investments and insurance.  His emphasis is on building a professional, integral and lasting relationship with clients with the objective of assisting them to achieve their financial and lifestyle goals.

Contact Details

 2/50 The Esplanade, Terrigal NSW 2260

Ph:       02 4385 4088
Fax:      02 4385 3155
Email:  matt@oakwoodgroup.com.au
Twitter: @TerrigalPlanner