Matthew Beilensohn is an experienced financial professional currently serving as a Kapiti Investment Adviser and Financial Advisor at Forsyth Barr since May 2014, where a strong focus is placed on delivering exceptional investment management services. Prior to this role, Matthew accumulated extensive experience as a Portfolio Manager at Trustees Executors Limited from June 2004 to May 2014, and held positions as a Portfolio Analyst and an employee at First NZ Capital. Earlier experience includes working as a Para Planner at Personal Investment Centre. Matthew holds a Bachelor of Business Studies with majors in Finance and Enterprise Development from Massey University.
Location
Paraparaumu, New Zealand
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