Matthew Dunbar

With more than 13 years of experience in financial advice, Matthew is dedicated to helping clients turn complex financial decisions into practical strategies that support their goals and aspirations. As Head of Advice VIC, he combines technical expertise with a genuine commitment to understanding each client’s unique circumstances.

Matthew’s experience spans major banking, accounting and financial services organisations, allowing him to provide strategic advice across wealth accumulation, retirement planning, superannuation, personal risk protection and intergenerational wealth matters.

A CERTIFIED FINANCIAL PLANNER® professional, Matthew believes the most valuable advice begins with understanding what is important to his clients and building trusted relationships that last for years, often generations.

When he’s not working with clients, Matthew enjoys spending time with his family, chasing after his two young children, staying active, playing golf and following the Carlton Football Club.

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