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Steven Matson, AFA

Investment Adviser
Steven Matson, AFA


DDI: +64 9 918 9252

Mobile: +64 27 244 3577

About Steven

Steven Matson joined Forsyth Barr North Shore in 2020. He has over 25 years’ experience in the financial services industry, comprising of Investment Banking in London and Sydney and Retail and Private Banking here in New Zealand.

Steven is an Authorised Financial Adviser (2011) and is accredited as an NZX Adviser. He holds a Masters Degree in Business Administration (MBA), a Graduate Diploma in Business Studies from Massey University, as well as the Diploma in Financial Markets from Kaplan, Australia. 

Originally from Northland, Steven is married to Trish and they have three children, Ben, Alex and Rosalie. In his spare time, you will most likely find him kite surfing or paddle boarding at his local beach at Orewa.

Steven’s Disclosure statement (104 KB)

Steven is based out of the North Shore office

Forsyth Barr Investment Advice North Shore
Air NZ Building
The Avenue, Smales Farm
North Shore 0622

PO Box: 331128, Takapuna, Auckland 0740
Phone: +64 9 368 0150