About Us
With 40 years of experience in providing integrated financial solutions – across financial planning, accounting and insurance – it’s our job to grow and protect your wealth.
We are a highly specialised and skilled team offering up-to-the-minute holistic, tailored structures, strategies and solutions with your financial goals in mind – giving you the peace of mind that your hard-earned wealth is in safe hands.
Our origins
Matrix Norwest has its origins with Rob Pedersen and his financial planning firm. Rob established his company in 1983 to assist individuals and businesses with their investment and insurance needs; he has overseen his firm’s growth and continues to work with Matrix Norwest as Chair of the Board and a member of our Investment Committee.
Adapting to the industry environment, Rob’s service offering evolved with its clients needs to become a bespoke, integrated solution comprising tax and accounting services, legal advice and financial planning. 2016 saw a merger with like minds Matthew Stevenson and Alison Stevenson of Norpoint – and Matrix Norwest became the holistic firm that it is today.
Now with 20 employees located in our offices in North-West Sydney, we offer a tailored and individual approach to accompany our clients through every step of their financial journey.
Matthew Stevenson
Chief Executive Officer | Head of Advice
Matthew Stevenson leads our team of qualified professionals delivering advice that incorporates strategy, investment, taxation, insurance and estate planning.
Matthew made his start in small business and in his early career held roles in accounting and corporate superannuation. Later, he stepped into financial planning and developed a specialisation in retirement planning, superannuation and technical advice. With 20+ years industry experience, Matthew is proud to be realising his vision of providing holistic advice, individually tailored to clients’ needs and aspirations.
“I believe in quality, integrated advice and the financial services business. I am committed to building a high level specialist firm underpinned by strong relationships with our clients and professional partners.”
Qualifications
- Licensed financial planner
- Authorised representative of Matrix Integrated Professional Advice
- Chartered Tax Adviser (CTA) with the Australian Tax Institute
- Specialist Adviser, SMSF Association
- Member of the Financial Planning Association
- Certified, Financial Adviser Standards and Ethics Authority
- ASIC approved SMSF auditor
- Registered Tax Agent, Tax Practitioners Board
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.
As the Head of Tax at Matrix Norwest, Alison leads a team of qualified professionals and oversees their delivery of advice, strategy and compliance work. She has an in-depth knowledge of tax and the regulatory environment, as well as practical experience within Sydney’s business landscape.
“I believe in quality, integrated advice underpinned by strong relationships with clients and professional partners.”
Qualifications
- Chair, NSW State Council, Tax Institute of Australia
- 2021 Tax Adviser of the Year (RESPECT Awards – SME), Tax Institute of Australia
- Member, National Strategic Council, Tax Institute of Australia
- Chartered Tax Adviser, Tax Institute of Australia
- Admitted member of the Supreme Court of NSW
- Associate Member, Law Society of NSW
Lachlan Sue
Chief Operating Officer | General Manager
A business tax specialist and strategic financial adviser, Lachlan has 10+ years of experience in the financial services industry.
He is passionate about helping clients to achieve their financial goals and grow their wealth while forming strong, ongoing relationships. Lachlan provides quality holistic advice to individuals and their families, as well as high-turnover businesses. The breadth of his knowledge and experience gives his clients peace of mind.
“I am proud to be running a quality business that provides technical and holistic financial services to its client base. It is incredibly rewarding to know that I lead a team of professionals who offer integrated professional advice to clients who are then free to focus on their own personal and business goals, knowing their financial affairs are in safe hands.”
Qualifications
- Licensed Financial Planner
- Authorised representative of Matrix Integrated Professional Advice
- Registered tax agent with the Tax Practitioners Board
- Chartered Tax Adviser (CTA) with the Australian Tax Institute
- Admitted member of the Supreme Court of NSW
- Specialist Audit Accreditation (SSAud) with the SMSF Association
- ASIC approved SMSF auditor
Robert Pedersen
Chair | Founder
Founder Rob Pedersen is also Matrix Norwest’s Chair of the Board, and a member of our Investment Committee. With 40 years in financial services, our clients continue to benefit from his knowledge, expertise and breadth of experience.
“I am immensely satisfied knowing that Matrix Norwest is in good hands where all clients receive quality advice, and more importantly, develop strong lasting relationships for the many years ahead. My role now and moving in to the future is to act as a mentor for the current and future leaders of this business.”
