Our People

We partner with business owners and professionals to help them grow and protect their wealth.

Matthew Gates
Managing Director
(ASIC adviser number 235260) FSG

Matthew has a Gradute Diploma of Financial Planning. Matthew has been involved in the Financial Services industry since 2001 and is authorised to provide advice in the following specific products/strategies:

  • Business Succession & Estate Planning
  • Key Person Insurance - Revenue, Capital & Goodwill
  • Director’s Guarantee Insurance
  • Income Protection Insurance
  • Life Insurance
  • Trauma Insurance
  • Total & Permanent Disability Insurance
  • Business Expense Insurance
  • Personal Superannuation, SMSF & Investment Solutions

Karen Gates
Practice Manager

  • Adviser Support

Karen also provides the following services
(These services are not offered under the Bombora AFSL license nor are Bombora responsible for any of these services)

  • Myob & Xero Consulting
  • KPI Reports
  • Business Analysis