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Mathew Fogarty

After starting a nursing degree, Mathew carried across the same principles of care to the Financial Services industry over 25 years ago.

Over time, Mathew has built his experience and education to specialise in financial planning.

He is a Certified Financial Planner®, a member of the FPA & AFA and a lifetime qualifying member of the international organisation, MDRT.

Mathew is passionate about two things within this business; a) achieving great outcomes for his clients, and b) mentoring the next round of professionals to experience the same passion for financial planning that he does.

Outside of work, Mathew loves to travel and enjoys nothing more than spending time with his family.

Mathew understands how life can be a juggling act. With his own family, and a business, he understands the challenges that clients face, and brings his personal experience as well as wealth of knowledge to achieving great outcomes.

Who is Mat?

What is important to you?

  • People you meet
  • Places you go
  • Books you read

Name three people you would like to invite to dinner?

  • Steve Jobs
  • Jim Rohn
  • Richard Branson

What do you do outside of work?

  • Spend time with family
  • Listen to bad 80s music

What is your favourite food?

  • A great steak with friends

What is your favourite movie?

  • It’s A Wonderful Life

Name one dream you are yet to achieve?

  • Get my pilot’s licence

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