My Background
30 plus years’ experience in Finance comprising of Retail Banking and Private Banking here in New Zealand as well as Investment Banking in London and Sydney.
Accredited as a New Zealand Stock exchange (NZX) Adviser. I hold a Masters Degree in Business Administration (MBA), Studied Strategic Change at Said Business School, Oxford University, a Graduate Diploma in Business Studies from Massey University, as well as the Diploma in Financial Markets from Kaplan, Australia, The NZ Certificate in Finacial Services and a holder of the Certified Financial Planning Designation (CFP).
Originally from Northland, I am married to Trish and we have four children, Ben, Alex, Rosalie and Luke. In my spare time, you will most likely find me with the family, out on our boat island hopping around the stunning Hauraki Gulf or when the surf is up at home, out paddle boarding at our local beach here in Orewa.
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I'm also actively involved in the Whangaparaoa Rotary Club and am a volunteer for Harbour Hospice.
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Steven Matson MBA,Dip Fin Mrkts, Dip Bus, CFP
Finance Professional living on the Hibiscus Coast
Certified Financial Planner (CFP)
My career to date can be described as that of an explorer and a learner. These days I specialise in Financial Markets and Investments, but over time I’ve stretched myself with many years experience in Retail Banking as a Bank Manager and covering many disciplines within banking including Budgeting, Personal, Business and Mortgage Lending, Investing & Insurance.
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I have also spent many years as a senior Private Banker for ANZ and Westpac in New Zealand as well as working overseas in London and Sydney in various Investment Banking positions.
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All knowledge builds on itself, and as such I offer wide-ranging financial services experience that can deliver Individuals, Couples and Families a tremendous amount of value.
Phone: 027 244 3577
Email: stevenmatsonnz@gmail.com
EXPERIENCE
2020
Investment Adviser
FORSYTH BARR - Investment Advisory
Providing bespoke investment advisory services and solutions to High & Ultra net worth clients.
2017-2019
Head of Advice
FISHER FUNDS - Senior Management
Leading the Advisory team in providing wealth solutions to high-net-worth individuals and business clients through a high touch partnership providing clients the highest degree of expertise, integrity and responsiveness.
2012 - 2016
Regional Sales Manager
Senior Partnerships Manager
Mergers and Acquisitions Manager
AMP - Regional Management
Leading the Northern Region sales teams (Taupo to Kaitaia). Providing Life Insurance, Health & Income protection Insurance solutions through AMP''s New Zealand wide netork of advisers.
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1991 - 2016
Private Banker - NZ
Investment Banker - Sydney
Futures Trading - London
Bank Manager - NZ
BNZ - BANKERS TRUST (London) - WESTPAC (Sydney) - ANZ
Early in my career I gained experience in a variety of roles including Retail Banking, Budgeting, Lending and Insurance. Private Banking here in New Zealand, as well as Futures Trading and Investment Banking in London and Sydney.
EDUCATION
2010-2012
Master's Degree
MASSEY UNIVERSITY
I completed my Masters degree in Business Administration through Massey University in 2012. My final research paper was focused on Interest Rates in NZ. My supervisor was Associate Professor Claire Matthews.
2001-2006
Diploma's
KAPLAN & MASSEY UNIVERSITY
I hold a Diploma in Financial Markets through Kaplan in Australia and a Graduate Diploma in Business Studies endorsed in Financial Planning through Massey University.
2012-2020
Specialist Qualifications
OXFORD UNIVERSITY - NZX - CFP
Successfully completed Strategic Change business study in Paris through Said Business School, Oxford University. Accredited as a New Zealand Stock Exchange Adviser (NZX). Hold the New Zealand Certificate in Financial Services (Level 5) Stratgi Institute.
Holder of the Certified Financial Planner Designation (CFP)