Michael Matthews

Executive Director
CA, SF Fin, CFP, GDipAppFin, BCom, AIF®

A chartered accountant, senior fellow of Finsia and a CEFEX fiduciary, Michael is a highly respected leader, both within our team and the broader financial planning community. With his broad knowledge and experience, he’s a sought-after lecturer in the areas of financial planning, portfolio construction and risk management.

Since he traded his directorship at KPMG for a directorship at Capital Partners in 2003, Michael’s humanity, curiosity and ability to think laterally and strategically have been instrumental in our ongoing growth and success. He has a natural ability to connect with clients as individuals – a characteristic that underpins our culture – fuelled by a desire to add value to people’s lives, from our clients and their families, to the members of our team.

This curiosity and compassion can also be seen in Michael’s commitments outside work. When he isn’t enjoying precious time with his family and friends, or pursuing his passions for cycling, boating and triathlons, Michael serves on the boards of several community-based not-for-profit organisations.

Education and Associations

Bachelor of Commerce (UWA)

Graduate Diploma in Applied Finance and Investment

Graduate Diploma of Financial Planning

Certified Financial Planner

Associate of the Institute of Chartered Accountants of Australia

Senior Fellow of the Financial Services Institute of Australia

Accredited Investment Fiduciary