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Jeff Matthews, AFA

Investment Adviser
Jeff  Matthews, AFA

zn.oc.rrabhtysrof@swehttam.ffej

DDI: +64 9 368 0031

Mobile: +64 27 290 2276

About Jeff

Jeff Matthews joined Forsyth Barr Auckland in 2014.  He has over 25 years of experience in the financial services profession, and has been involved in giving financial and investment advice to private clients, trusts and estates.  He lived and worked in Sweden for six years, where he specialised in the areas of investment, foreign exchange and international loans.   

Jeff is an Authorised Financial Adviser (AFA) and is accredited as an NZX Adviser.  He holds a Certificate of Personal Investment Planning & Management from the Securities Institute of Australia (1987), as well as a Bachelor of Arts degree in Economics from US International University, San Diego, California.  

Jeff has been President of the Estate & Tax Planning Council of New Zealand (2005-2008), and for the past ten years he has been a regular media commentator on financial and investment issues for both print and radio.  Jeff is a former “All American” indoor 2-mile champion and represented Sweden at the World Cross Country Championships.

Jeff ’s Disclosure statement (40 KB)

Jeff is based out of the Auckland office

Forsyth Barr Ltd Auckland
Level 23 Lumley Centre
88 Shortland Street
Auckland 1010

PO Box: 97, Shortland Street, Auckland 1140
Phone: +64 9 368 0000
Fax: +64 9 368 0092