As we continue to invest in the next generation of financial advisers, we’re pleased to congratulate Matt Goddard on starting his Professional Year. Building on his work alongside Mark and Chris, this next step will see him become more involved in the advice process.
Here’s what this milestone means for our clients, and a little more about Matt himself.
An Exciting Milestone for Avondale Wealth
Congratulations to Matt Goddard on commencing his Professional Year
At Avondale Wealth, our goal has always been to provide thoughtful, personalised advice to the families we work with, today and well into the future. That’s why we’re delighted to share some exciting news about a valued member of our team.
Our Associate, Matt Goddard, is commencing his Financial Adviser Professional Year (PY) Program. It’s a significant step on his pathway to becoming a qualified Financial Adviser.
Matt joined us in early 2024, and many of you already know him well. Whether you’ve spoken with him on the phone, exchanged emails or met him at an appointment, you’ll know how much he cares about getting things right for our clients.
Supporting the Next Generation of Advice
The Professional Year is a structured program of work and training for people entering the financial advice profession. It gives aspiring advisers hands-on experience under the supervision of experienced professionals. Along the way, they build the technical knowledge, ethical grounding and client communication skills needed to provide advice in their own right.
For Matt, it’s a natural next step. He has spent the past couple of years supporting administration, client services and the implementation of advice, working closely with Mark Chan and Chris Mcrae. The Professional Year builds on that foundation and lets him become more involved in the advice process itself.
What This Means for Our Clients
Over the course of the program, Matt’s involvement will grow gradually. Depending on your circumstances, you may notice him:
- Attending meetings alongside Mark and Chris
- Supporting research and strategy work behind the recommendations we make
- Helping prepare advice, always with review and oversight from your adviser
- Taking part in client communications, so you may hear from him a little more often
- Conducting parts of meetings under supervision as he builds experience and confidence
For you, this means more support and a familiar face who understands your circumstances. You won’t have to explain your situation to someone new. Matt already knows many of you and the way we work, and his deeper involvement helps strengthen the continuity of service you’ve come to expect from us.
Your adviser remains in charge throughout. Matt’s work is supervised and reviewed, and responsibility for your advice stays exactly where it has always been.
Getting to Know Matt
Matt holds a Bachelor of Commerce (International Business) from Macquarie University. He has also recently completed his Graduate Diploma of Financial Planning through Kaplan Professional.
What stands out most, though, is his genuine interest in helping people feel more confident about their finances and reach the goals that matter to them. He’s committed to learning, and he approaches each client conversation with warmth and care.
Away from the office, Matt likes to stay active and get outdoors. You’ll often find him stand-up paddleboarding or training at the gym. He also loves travelling and exploring new places, and he makes the most of time with family and friends.
Looking Ahead
We’re proud to support Matt as he takes this next step. The financial planning profession continues to evolve, and developing the next generation of advisers is important if clients are to keep receiving trusted, personal advice for years to come. Backing people from within our own team is one of the best ways we know to protect the continuity, consistency and quality of service our clients value.
Matt’s Professional Year is an investment in the future of Avondale Wealth, and a reflection of our commitment to building a capable, client-focused team. We’re confident in what lies ahead for him, and we look forward to sharing his progress with you over the coming months.
Please join us in congratulating Matt. If you see him at your next meeting, we’re sure he’d enjoy hearing from you.
Important Information from Mark and Chris
We are currently supervising new entrant, Matthew Goddard, to the financial planning industry as part of his professional year of work and training. He may be involved in aspects of our work together. This could include attending/conducting meetings, completing research, or preparing advice documentation.
Please be assured that we remain fully responsible for all advice provided to you. If you would prefer that he is not involved in your interactions, please let us know at any time.
Kind regards,
Mark Chan
Ph: 0402 854 494
Email: mark.chan@avondalewealth.com.au
Christopher McRae
Ph: 0416 966 914
Email: chris.mcrae@avondalewealth.com.au
Our New Financial Services Guide
We’re pleased to let you know that our new Financial Services Guide (FSG) is now available.
Our FSG provides important information about the financial services we offer and is designed to help you understand the services we provide.
You can now access our current FSG on our website at any time using the link below. Going forward, the latest version of our FSG, including any future updates, will be made available on our website.
[View our Financial Services Guide]
If you have any questions, would like to know more, or would prefer to receive a copy of the FSG in your preferred way, please get in touch with our team and we’ll be happy to assist.
