Matthew Barker

Private Client Adviser

Matthew Barker finds immense reward in a simple outcome: watching clients gain the financial freedom to pursue what matters most in their lives. That's still what drives him.

Matthew works with professionals, families, and retirees across retirement planning, superannuation, wealth accumulation, investment strategies, and estate planning. His approach is practical and clear: turning financial goals into achievable plans and developing a well-structured path forward.

I greatly value building lasting relationships and find it immensely rewarding to see clients enjoy the financial freedom to pursue what matters most.

He places strong emphasis on making advice accessible, helping clients understand their options and feel confident at every step. For Matthew, the technical work only matters if clients can see how it connects to their lives.

Outside work, Matthew is passionate about sport and enjoys spending time with family and friends.

Matthew's Expertise

Retirement Planning

Superannuation including Self-Managed Superannuation

Portfolio Construction and Ongoing Management

Wealth Preservation and Risk Management

Tax Management

Estate Planning

Qualifications

Bachelor of Business (University of Tasmania)

Bachelor of Economics (University of Tasmania)

Graduate Diploma of Financial Planning (Deakin University)