Director

Matthew joined Financial Planning Services Ltd in 1988 as an Account Executive.

In that post he acquired valuable, hands on experience and progressed, over two decades, to building his own clientele, giving investment advice and making recommendations on Portfolio Management to a burgeoning clientele, handling queries on all aspects of Bond, Equity and Collective Investment Schemes, Life Assurance and Retirement plans.

He qualified for the Financial Services Foundation Certificate at the Malta International Training Centre, and in 1990 he was appointed director of the Company.

The following year Matthew followed in his father’s footsteps, and became the second Maltese to qualify for membership of the Million Dollar Round Table (MDRT) – The Premier Association of Financial Professionals with 39000 members in 85 countries. He has since earned MDRT Honour Roll membership, and qualified for 23consecutive years, four years of which as a Court of the Table member. For the past two years Matthew has qualified for Top of the Table  membership – a select group of (financial) advisors who rank among the top 0.1% of all financial advisors worldwide.

In 1992 he was appointed as an Accredited Representative of the Company’s stock broking firm and handled the firm’s trading and dealing during Stock Exchange trading sessions.

In 1999, Matthew received the Financial Advisors International Qualification from the Chartered Insurance Institute (UK).

In March 2001 he was licensed by the Malta Stock Exchange Council to act as a Stockbroker.

Matthew has attended various international financial fora, conferences and meetings, mainly in the U.K. and the United States.

He was invited to speak at the Barbican in London and has addressed the annual meeting of MDRT in Atlanta, Georgia, in the United States