About Us

The Firm

Founded by Rob Pedersen, Matrix Norwest has been assisting individuals and businesses with their investment and insurance needs since 1983.

With over 30 years experience, you will benefit directly from our long standing history of working in the financial services industry.

It is our responsibility at Matrix Norwest to provide you with the best products available in the market.

Over the years, the dream has evolved into creating a conglomerate business comprising of Accounting, Legal and Financial Planning. This has been fully realised through a merger with Matthew and Alison Stevenson from Norpoint Pty Ltd in 2016, a specialist taxation and superannuation firm.

Our purpose is to exceed our client’s expectations, motivate our staff and plan for the future.

Our four partners are supported and strengthened by a specialist team, wherein every member appreciates the importance of delivering high quality, professional service and where every client is valued.

Matrix Norwest Sydney, The Team
Matrix Norwest, Sydney, Matthew Stevenson

Matthew Stevenson

Matthew has over 20 years industry experience in specialist retirement planning, superannuation and technical advice. Armed with holding roles in accounting and corporate superannuation along with over 10 years building a small business, the step into financial planning was a natural one. Matthew is a licensed financial planner, a Chartered Tax Advisor (CTA), an ASIC registered SMSF auditor, an SMSF Specialist, and member of the Financial Planning Association.

Matrix Norwest Sydney, Rob Pedersen

Robert Pedersen

Rob has over 35 years’ experience in the financial services industry, with extensive knowledge and experience across all aspects of financial planning – insurance, investments, superannuation and retirement planning. Among his many accolades, Rob holds a CFP as well as a Life and Qualifying Member of the Million Dollar Round Table and Top of the Table.

Matrix Norwest Sydney, Alison Stevenson

Alison Stevenson

Alison has over 20 years industry experience working in specialist taxation roles, with an in-depth knowledge of tax issues surrounding business, individuals and superannuation as well as succession and estate planning. With a legal background at hand, Alison has been admitted as a member of the Supreme Court of NSW and holds the current role of Chair of the Tax Institute of Australia’s Membership Board in NSW, and member of the NSW State Council.

Matrix Norwest Sydney, Lachlan Sue

Lachlan Sue

Lachlan has over 10 years industry experience in the financial services industry, with a primary focus on specialist self-managed superannuation services and small business taxation advice. He holds a Fellow Membership to the Australian Tax Institute, through which he has completed his Graduate Diploma In Applied Tax Law. Lachlan has also achieved Specialist Audit Accreditation (SSAud) with the SMSF Association and is an admitted member of the Supreme Court of NSW.