Matthew Malhi

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. Nearing two decades since he began his career, Matt’s intensive preparation and experience have allowed him to make informed and calculated decisions on behalf of his clients. Matt is a fully qualified financial adviser having met all industry requirements and has further specialist knowledge in self-managed super funds, direct equities, the use of gearing where it is appropriate, and estate planning.
Prior to the launch of Provident Advisory, Matt established his career working within a large financial organisation where he became a Partner at one of Australia’s leading wealth management companies.

Much of Matt’s work sits where financial advice meets tax and estate structuring. He operates as the coordinating point across a client’s professional team, working alongside their accountant and solicitor so that strategy, tax and structure are decided together rather than in isolation. The strategies worth doing almost always need all three at the table.