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Executive
Jeff Matthews
Jeff has been a practicing Financial Adviser since 1987, and
has been with Spicers Portfolio Management since 1991. Jeff studied
international economics in California, and then spent six years
living and working in Sweden, where he specialised in the areas
of investment, foreign exchange and international loans. On returning
to New Zealand in 1979 he worked for a number of years in merchant
banking.
Jeff is a member of the Financial Planners and Insurance Advisers
Association (FPIA) and holds the Certified Financial Planner (CFP)
qualification. He is an executive member, and past President of
the Estate and Taxation Planning Council of New Zealand.
Jeff has developed considerable expertise in the area of estate
planning. He advises individuals and professional trustees on developing
prudent investment strategies for family trusts. Jeff often presents
seminars on estate planning, and pre-retirement workshops for companies
and individuals. Jeff is a regular commentator on investment and
financial planning issues, both on radio and in the press.
Outside work, Jeff has had considerable success as a sportsman.
He was American indoor two-mile champion in 1973, and was awarded
"All American" Honours in 1972, 73 and 74. He also represented
Sweden in the World Cross Country Championships in 1979. Jeff is
married and enjoys travelling, skiing, tennis and gardening.
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