Our People

Matthew Hol- Principal

profilepic- M Hol

Your financial advisor, Matthew Hol (ASIC number 235816),
is an authorised representative of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857

 

Who Am I?

Matthew has worked in the financial planning profession for more than 25 years, including 18 years as an Authorised Representative. In that time he has held roles with an Australian Funds Management business, a major Australian Private Bank and a leading full service Stockbroker. Matthew works with a diverse client base, including executives of listed companies, SME business owners and individuals requiring holistic wealth management and strategic advice. His depth of industry and investment experience ensures clients’ comprehensive understanding of all the issues involved.

Advice I can provide

I can provide you with strategic advice as well as provide financial product advice and deal in the types of financial products listed below. I can help you to identify the types of services and products that will be appropriate to meet your financial goals. In addition, you can choose whether to receive advice about a range of needs all at once, or I can provide advice about only those needs that are most important to you so that your most important goals are achieved first. Further advice can then be provided over time about any other needs or goals as required.

Strategies

  • Goal setting
  • Savings and wealth creation strategies
  • Superannuation planning
  • Pre-retirement planning
  • Retirement planning
  • Estate planning considerations
  • Risk and insurance analysis
  • Gearing strategies
  • Investment planning
  • Equity Trading strategies

Products

  • Deposit and payment products (for example term deposits, cash management accounts)
  • Retirement income streams
  • Direct fixed interest
  • Retail & wholesale managed investment schemes
  • Socially responsible investments
  • Hedge funds
  • Superannuation products
  • Personal and group insurance
  • Business succession insurance
  • Margin lending facilities
  • Self managed super funds
  • Limited recourse borrowing arrangements
  • Securities (eg. Shares, hybrids, listed investment trusts)
Melinda FreestoneAdministration Support Officer
Melinda is a key member of our client services team, providing administrative support to the Principal and staff, responding to client enquiries and assisting the Principal and team to process new business. Melinda’s extraordinary office management skills ensure the practice runs efficiently.

Melinda is an exceptional and adaptable finance and administration professional, with superior client management and customer service skills. She has many years of experience gained across a range of industries including healthcare, fashion and oil.

Naomi MillerPractice Development Manager
Naomi has many years of management and financial services experience having previously been employed in various management and senior legal positions within Federal government, including at the corporate regulator.

Naomi’s depth of financial services, legal, policy and compliance expertise enables her to provide valuable support to the Principal to develop and enhance the financial planning practice.

Naomi has a Bachelor of Science (Honours) and a Bachelor of Laws.