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