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RBS Morgans Townsville

 

Matthew Smith

Authorised Representative (327246)

Phone number    07 4771 4577
Email:  matthew.smith@rbsmorgans.com

 

Investment Style
Matthew's main aim is to build long term core portfolios with strong fundamentals which are tailored to suit each client's individual objectives.

Matthew's background in accounting brings a solid knowledge base for the optimal structuring required for wealth creation, asset protection, taxation and estate planning issues.

Matthew also specialises in identifying economic trends throughout the global market space and encourages clients to participate where appropriate. As a result of Matthew's knowledge and broad scope of the global markets, Matthew is head of Townsville's international equities desk.
    
Industry Education & Experience
Matthew has completed a Bachelor of Commerce with majors in Accounting & Finance. Prior to joining RBS Morgans, Matthew worked as an accountant for a local Townsville firm for a number of years.

Matthew has been actively involved personally and on behalf of clients within the Australian and International equities & derivatives markets for a number of years.

Remuneration
Salary and bonuses.

Professional Associations
A Fin Associate Fellow of the Financial Services Institute of Australia

ASIC Approved Competencies  
•    Securities
•    Superannuation