My Background
With over 30 years of experience in the financial services industry, I’ve worked across Retail and Private Banking here in New Zealand, as well as in Investment Banking roles in London and Sydney. This breadth of experience has given me a well-rounded and global perspective on financial markets and client needs.
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I’m an Accredited NZX Adviser and hold a Master of Business Administration (MBA). My academic journey also includes studying Strategic Change at Saïd Business School, University of Oxford; a Graduate Diploma in Business Studies from Massey University; a Diploma in Financial Markets from Kaplan, Australia; the New Zealand Certificate in Financial Services; and the Certified Financial Planner (CFP) designation.
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Originally from Northland I live with my wife, Trish, and our four children — Ben, Alex, Rosalie, and Luke. When I’m not working, you’ll likely find me enjoying family time, boating around the beautiful Hauraki Gulf, or paddleboarding at our local beach.
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I’m also an active member of the Rotary Club and a proud volunteer with Harbour Hospice.
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Steven Matson MBA,Dip Fin Mrkts, Dip Bus, CFP
Finance Professional - Rodney & Northland
Certified Financial Planner (CFP) - Masters in Business Administration (MBA)
I’ve always seen my career as a journey of exploration and continuous learning. Today, I specialise in Financial Markets and Investments, but my background spans many years across retail banking, where I held leadership roles as a Bank Manager and worked across a variety of areas including Business & Commercial, Lending and Investing.
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In addition to my retail banking experience, I’ve also held senior Private Banking roles with The National Bank, ANZ and Westpac in New Zealand.
My career has also taken me abroad, with positions in Investment Banking in both London and Sydney.
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Each chapter of my career has built on the last, giving me a broad and deep understanding of financial services. This allows me to provide meaningful support and value to individuals, families, trusts and companies across a wide range of financial needs
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)