About Excelerate

Matthew Wilson | Director & Financial Adviser

Matthew has more than 30 years’ experience in a broad range of financial roles. Starting his career in professional services and becoming a Chartered Accountant, working in Australia, Singapore, Indonesia and the UK, before moving into the corporate world and working with a number of large, well-known national and multi-national companies across a diverse range of industries.

 

In 2019 Matthew moved back into professional services, joining a financial planning practice and undertaking the additional study and on-the-job learning to become an ASIC registered Financial Adviser.

 

In 2023 Matthew took the leap and started his own business, Excelerate Financial Services, with two main goals, to establish a client-focussed and professional business, and to support people to identify and achieve their financial objectives.

Qualifications

  • Bachelor of Economics (Accounting Major)
  • Chartered Accountant (CA Australia and New Zealand)
  • Graduate Diploma in Financial Planning
  • FASEA Exam completed
  • ASIC registered Financial Adviser (No. 1285016)

History & Experience

  • Chartered Accounting – Price Waterhouse (now PwC)
  • Media – News Corp
  • Sports betting – Centrebet (part of the listed Jupiters Group)
  • Manufacturing – Detmold Group
  • Automotive retailing – Northpoint Group (Toyota, Ford, Mitsubishi, Hyundai, Hino)

The core values that we strive to live by...

Honesty

We will give it to you straight, with limited jargon.

Diligence

We will work hard to provide good outcomes for our clients.

Integrity

We take our professional and personal responsibilities seriously and always strive to do the right thing.

Innovation

We will always look for continuous improvement opportunities, including the use of technology to create efficiencies.

Empathy

Everybody’s situation is unique, there is no judgement, just support to strive for better outcomes.

Transparency

We will do what we say we are going to do.

Matthew at home.

Away from work I am married to Caroline and have two children, both currently studying at Uni. We really enjoy travelling and exploring new places, and some old favourites.

 

I am a sports lover and try to stay fit with social tennis, some cycling, and the occasional round of golf. We also enjoy sampling Adelaide (and SA’s) vibrant food and wine venues.

About Us

Excelerate Financial Services Pty Ltd ABN 34 668 409 532 is a Corporate Authorised Representative of Wealth IQ Pty Ltd AFSL 527880. Liability limited by a scheme approved under Professional Standards Legislation.

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