About Us
Matrix Norwest is your personal Chief Financial Officer
Our Foundation
Matrix Norwest was founded in 1983 by Rob Pedersen, originally operating as Pedersen Financial Services before changing to Matrix Norwest Financial Planners in 2003.
In 2016, following discussions with Matthew and Alison Stevenson of Norpoint Taxation and Advisory, the two firms merged to form a fully integrated, multi-disciplinary business. This strategic evolution brought together expertise in accounting, financial advisory, succession and estate planning services – unifying under the name Matrix Norwest.
Lachlan Sue was appointed to the Executive team in 2020.
We see every client relationship as a partnership—built on trust, strengthened over time, and focused on delivering enduring value through a deep understanding of each client’s needs.
Investment Philosophy
Matrix Norwest’s investment strength is founded on the quality of our professional partnerships.
We work with leading investment specialists to construct diversified, multi-asset class, multi-manager portfolios that are tailored to our clients’ individual perspectives and risk tolerances. This approach is supported by a rigorous governance framework, ensuring disciplined investment outcomes.
Our Team
Matthew Stevenson
Chief Executive Officer
Head of Advice
Alison Stevenson
Chief Financial Officer
Head of Tax
With a legal background and 20+ years experience in the taxation industry, Alison specialises in small business entities and succession planning.
