We would like to introduce you to the team at Wealth Matrix. Our staff consists of a dedicated group of experienced professionals who are passionate about their work and providing a excellent customer service experience.
B.Comm, B.A, GDipFinPlanning (Finsia), CFP®
Director/ Principal Financial Adviser
Ken founded Wealth Matrix in 2010, and has more than 15 years experience as a Financial Adviser. He helps clients achieve their financial objectives and lifestyle goals. Ken guides his clients through the ever changing superannuation landscape, and helps to clear the confusion of the seemingly endless rules and regulations. He enjoys seeing clients gain the confidence to make informed decisions so they can get on with enjoying the things that matter most to them.
Ken is a Certified Financial Planner® member of the FPA and a SMSF Speacialist™ Member of the SMSF Association, has a Bachelor of Commerce and Bachelor of Arts Double Degree, and holds a Graduate Diploma of Financial Planning (FINSIA) post-graduate qualification.
He helps people to plan for retirement and to manage life transitions (such as loss of employment). In particular, Ken has a special interest in guiding people along the road to long-term financial success.
Please click here to view Ken's latest Financial Services and Credit Guide (FSCG)
Ingrid joined Wealth Matrix as an experienced Client administrator with more than 17 years of administrative experience both overseas and in Australia.
She has brought a wealth of experience into the business and has since made a significant contribution to improving our workflow management and client engagement. She is a valued member of the team with a 'bubbly' personality and a 'can-do' attitude.
Ingrid has a Bachelor of Business Degree majoring in Business Administration.