Matthew Mina

Financial Advisor

About

I am a Financial Adviser at MARV Financial Planning, helping Australians make clearer and more confident financial decisions.I began my career in financial advice in 2015, progressing from assistant adviser to financial adviser within a national advice firm. Since then, I have built experience across financial services, client relationships, leadership and business development, while continuing to deepen my qualifications in financial planning.My qualifications include the Financial Adviser Exam, Graduate Diploma of Financial Planning and Master of Financial Planning.Outside of my professional role, I have served as treasurer for two Coptic Orthodox parish communities, including my current appointment with St Verena Coptic Orthodox Church. These roles have reinforced the importance of trust, accountability and careful decision making when managing financial responsibilities on behalf of others.My approach to advice is practical and relationship based. I aim to understand the person, understand the numbers, and help bring clarity to the decisions in front of them.I share general financial education here to help people better understand money, advice and long term decision making. Personal advice is provided through MARV Financial Planning.

Country

City

Australia

Industry

Financial Services

Skill

Financial Advisory, Financial Planning, Financial Consulting, Superannuation, Investments, Insurance, Cash Management, Money Management, Account Management, Treasury Accounting, Budgeting, Budget Management, Treasurers, Treasury Management, Treasury Services, Exchequer, Retirement Planning, Investment Properties, Consultant, Risk Management

Experience

Financial Advisor

MARV Financial Planning

2026-5 - Present · 5 mos

Australia

Financial Adviser at MARV Financial Planning, helping individuals and families make clearer financial decisions across superannuation, insurance, retirement planning and long term wealth goals. Personal advice is provided through MARV Financial Planning.

Treasurer

St. Verena Coptic Orthodox Church

2025-2 - Present · 1 yr 8 mos

Gold Coast, QLD

Oversee financial management, budgeting, reporting and cash flow for the parish, supporting sound governance and responsible use of church resources.

Relationship Manager

Certainty Wealth

2025-6 - 2026-2 · 9 mos

Managed client relationships in a financial services setting, supporting conversations around property investment, superannuation and retirement related goals.

General Manager

Limitless Training

2023-12 - 2025-5 · 1 yr 6 mos

Gold Coast, QLD

Managed business operations, team leadership, budgeting and strategic growth initiatives while overseeing day to day performance and client outcomes.

Area Manager

EMF Australia

2022-11 - 2023-7 · 9 mos

Gold Coast, QLD

Oversaw multiple fitness locations, leading teams, budgets, operational performance and member experience across the region.

Practice Manager

Dentists In Annerley

2021-8 - 2022-9 · 1 yr 2 mos

Led financial performance, staff management, operational efficiency and customer experience within a multi practitioner healthcare business.

Treasurer

St. Mina & St. Anthony Coptic Orthodox Church

2019-6 - 2020-6 · 1 yr 1 mo

Gold Coast, QLD

Oversee financial management, budgeting, reporting and cash flow for the parish, supporting sound governance and responsible use of church resources.

Financial Advisor

Future Assist

2015-10 - 2018-7 · 2 yrs 10 mos

Gold Coast, QLD

Progressed from Assistant Adviser to Financial Adviser within a national advice firm, before moving into broader client acquisition, adviser support and training related roles. Experience included client engagement, financial advice processes, superannuation, SMSF, retirement strategy and supporting advice delivery across the business.