
Matthew Malhi
Investment Director & Principal Advisor
BBus (Banking, Finance & Funds Management), DFP, ADFP, SMSF
Matt is an experienced and passionate financial adviser with a proven track record in delivering strategic financial advice. This passion for financial advice developed during his university education where he completed a Bachelor’s degree in finance and funds management. Over the last decade, Matt’s intensive preparation and experience allows him to make informed and calculated decisions on behalf of his clients. Matt is a fully qualified financial advisor having met all industry requirements and has further specialist knowledge in self-managed super funds, margin lending, estate planning and financial derivatives.
Prior to the launch of Provident advisory, Matt established his career working within a large financial organisation where he become a Partner at one of Australia’s leading wealth management companies.