Steven Matson

Steven Matson is an experienced investment adviser currently with Forsyth Barr Limited since December 2020. Prior roles include Executive Financial Adviser at Westpac New Zealand Limited, Senior Manager Strategic Initiatives, and Head of Advice at Fisher Funds, where Steven led the advisory team and drove sales performance growth. Steven's comprehensive background in wealth management includes positions at AMP New Zealand managing HNW relationships, overseeing mergers and acquisitions, and business development. Experience also includes senior roles at ANZ focusing on high net worth client management and earlier positions within ASB Bank, Westpac Investment Management, and Bankers Trust. Steven holds an MBA in Finance, a Post Graduate Diploma in Financial Planning, and various qualifications in financial services and strategic change from esteemed institutions.