Matt is a Certified Financial Planner with 20 years’ experience in financial planning with extensive knowledge and experience within the industry assisting a diverse range of clients.
Brad holds 15+ years’ experience in providing holistic financial advice, creating strategies that assist clients in achieving their financial and life goals.
Nick has been an integral part of Finlinx Wealth for the past 13+ years and advising since 2016. Focused on developing strong relationships with his clients, ensures his advice and strategies align with their goals and objectives.
Karen has extensive experience with 10+ years’ in the financial services industry, she is passionate about putting clients first; helping them in achieving their goals.
Michelle’s 7+ years of experience at Finlinx Wealth have provided the platform for detailed advice. Michelle enjoys assisting clients as they seek to grow wealth for their future.
With a strong Accounting background, Chloe brings enhanced skills, accuracy to assist the advice team across all areas of the client experience.
Recently joining Finlinx Wealth, Kiah assists advisers in all areas with efficiency and great communication while studying Financial Planning.
Rebecca has worked in Administration across various industries before bringing that experience to Finlinx Wealth in 2018, providing support services to the firm and it’s clients.
Tom joined the team after his first year of University, allowing him to develop skills within the industry while continuing to study. He provides support for the team and client service.
Lynne has worked in the financial services industry for 15 years, bringing these client service skills and capabilities to Finlinx Wealth in late 2018.