About Us

Meet the Matrix Norwest team

Matrix Norwest is your personal Chief Financial Officer

Sound financial advice is critical in a fast-changing and complex financial environment. Matrix Norwest provides quality advice that is in your best interests. Whether you are looking for once-off financial advice or want to develop a lifetime relationship, we can help.

Matrix Norwest’s Financial Services Guide (FSG) contains all the important information you need, so you can make an informed decision about using our services.

Our team

Matrix Norwest’s Partners are supported and strengthened by a specialist team. We also consider ourselves part of a broader professional network and community, enabling our agile and consultative approach.

Our client-focused culture means that every member is motivated to deliver high-quality, professional service. Every client is valued. Every staff member recognises that success and wealth is different for everyone.

Financial Services Guide

Sound financial advice is critical in a fast-changing and complex financial environment. Matrix Norwest provides quality advice that is in your best interests. Whether you are looking for once-off financial advice or want to develop a lifetime relationship, we can help.

Matrix Norwest’s Financial Services Guide (FSG) contains all the important information you need, so you can make an informed decision about using our services.

Matthew Stevenson

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

Alison Stevenson

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

Lachlan Sue

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

Rob Pedersen

Robert Pedersen

Chair | Founder

Founder Rob Pederson 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.”

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