Matthew Mahon

Accountant, Financial Adviser, and Head of Tax Advice, Tax Planning, and Tax Compliance

With qualifications as a Financial Adviser, Mortgage Broker, Tax Agent, Public Accountant (CPA), and Registered Tax Agent, Matthew brings a wealth of knowledge to his clients. He is a member of professional associations including CPA, the Mortgage Finance Association of Australia, ASIC (Australian Securities and Investments Commission) registered financial adviser and credit adviser, and the Tax Practitioners Board.

Matthew holds a Diploma of Financial Services, Diploma of Mortgage Broking Management, Masters of Business Administration (MBA), FASEA Exam certification, Bachelor of Commerce, and is currently pursuing a Juris Doctor in Law.

Passionate about helping clients succeed, Matthew’s expertise extends to business clientele and wealth creation. He is known for his ability to save significant amounts of tax through error correction and strategic tax planning. His dedication to the industry is evident through his mentorship and advocacy for new entrants into the tax and accounting field, as well as his pro-bono work for individuals facing hardship.

Matthew Mahon is an active participant in the financial advice industry’s engagement with government and regulators, supporting recommendations from the Banking Royal Commission. Clients commend his services, with one testimonial highlighting his ability to save over $100,000 in tax.

Beyond work, Matthew cherishes his role as a husband and father. He is an avid advocate for motorcycle safety and is passionate about promoting road safety for all users.

Chat With Us

As your trusted financial advisors, our goal is to create wealth and abundance for our clients, not to sell products for the big banks! Contact us today.