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MATTHEW PELIZZARI
PARTNER

Matthew was first drawn into the field of financial planning due to the opportunities it offered to combine his skills in finance with the chance to build strong client relationships and positively impact people’s lives.

Matthew serves on the Board at Oreon and manages the firm’s financial planning business and financial planning licence in addition to advising clients on financial strategies with a focus on retirement planning and investment advice.

Matthew – who’s known by colleagues and clients alike for being approachable and caring –says his favourite part of his job is getting to be a part of clients’ lives. He focuses on their best interests while helping them achieve their financial and lifestyle goals and achieve the peace of mind and independence that comes with financial security.