Matthew

Delivering Disciplined Investment Strategies and Tailored Wealth Solutions for Long-Term Financial Success

Matthew Ntoumenopoulos joined Canaccord Genuity in 2023 as a wealth adviser and representative. His experience in financial services has seen him work in some of the most challenging market conditions in recent history. Being exposed to Foreign Exchange and International Equities early in his career has encouraged a disciplined and strategic approach to long-term investing.

Backed by a highly qualified team, Matthew can confidently provide financial solutions tailored to his clients’ needs, objectives, and long-term goals. Matthew also partners with wealth specialists to advise on life products and superannuation solutions.

Once a greater understanding of his clients’ circumstances is achieved, Matthew can focus on his primary expertise in portfolio management and investment advice. Broadly stated, Matthew analyses and manages growth opportunities in the market while paying close attention to exposure to investment risk in the portfolio. This includes but is not limited to:

• Portfolio management, reporting, administration, and rebalancing
• Superannuation and retirement strategies
• Intergenerational wealth transfer and deceased estate services
• IPO/Placement opportunities (Sophisticated Investors)

Authorisations

Matthew Ntoumenopoulos is authorised to advise on the following financial products: 

• Deposit and Payment Products
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes 
• Securities 
• Tax (Financial) Advice
• Superannuation

Qualifications

• 2024 Financial Adviser Exam, ASIC
• 2024 Graduate Diploma in Financial Planning, KAPLAN
• 2019 Bachelor of Commerce Finance and Economics, University of Western Australia