Home / News / Adviser Profile: Matthew Scholten

Adviser Profile: Matthew Scholten


Matthew Scholten is the executive chair of Scholten Collins McKissock in Melbourne. He is a Certified Financial Planner and has qualifications from the Australian Insurance Institute (AIA), the SMSF Association and the Association of Superannuation Funds of Australia (ASFA).
Scholten became a member of the Inside Network in May 2020, seeking to create better outcomes for investors.
Members of the IN are thought leaders and decision-makers in the financial advice sector who control the allocation of retail capital.
They include independent financial advisers, family office executives, analysts and investment committee members. They share a commitment to continuous improvement and a willingness to both engage with and learn from like-minded professionals.
He is a member of the Australian Institute of Company Directors (AICD), the Australian Institute of Superannuation Trustees (AIST) and trustee director of Prime Super.
Scholten has over 30 years’ experience as a financial planner and currently has over $500 million under management.
Get to know Matthew.
Favourite weekend activity in COVID-19 lockdown?
Gardening and watching the races with some industry icons on a Saturday afternoon via Zoom.
What was your favourite holiday destination pre-COVID 19?
UK, NZ, Broome and The Whitsundays.
What is the first thing you will be doing post-COVID 19 lockdown?
Lunch with friends and domestic travel.
Online shopping or bricks & mortar?
I’m not great at either.
What are you most optimistic about as an Australian?
Great management of the virus, strong leadership from the prime minister and we are in wonderful shape versus other Western countries.
Four dream dinner guests – historical or current?
Greg Norman, Xi Jinping, Jimmy Barnes, Princess Di and Elton John (sorry 5).
Explain your personal investment policy in 50 words or less.
One word…quality.
What is your preferred investment vehicle? Funds, stocks, exchange traded funds or managed accounts?
These all have a place depending on the client.
What is the best investment decision/recommendation you have made?
Quality assets and the power of compounding.
What is the worst investment decision/recommendation you have made?
Some unlisted property pre-GFC.
Financial Armageddon, gold bullion, cryptocurrency or USD?
What is your biggest concern for investors today?
Lower portfolio returns due to the return profile of defensive assets.
Will President Trump be re-elected in 2020?
You can only buy one Australian company for the next 10 years – what is it and why?
Commonwealth Bank.
You can only buy one global company for the next 10 years – what is it and why?
Do you have a preferred research house?
Evergreen, but take research from multiple research houses.
Do you have a preferred investment platform?
No, agnostic.
Do you have a preferred broking platform?
As above.

Print Article

Market snapback likely to be ‘short-lived’, short positions warranted: Sage

With bad news priced in, long-short manager Sean Fenton is positive on returns.

Drew Meredith | 18th Aug 2022 | More
‘If we have to, we’ll drive the bus’: Putting money to work in the dislocation

HMC Capital sees “fantastic opportunities” in current market dislocation.

Staff Writer | 18th Aug 2022 | More
Global advice business models on the cusp of change: KPMG

“Fragmented” service models for advice groups will soon coalesce into three distinct business models according to KPMG’s Future of wealth management report.

Tahn Sharpe | 18th Aug 2022 | More
Top hedge fund award goes to L1 Capital
Greg Bright | 13th Dec 2021 | More
Advisers urged to tread carefully with ‘wholesale investor’ status
Staff Writer | 28th Jul 2022 | More
MAX Award winners and the new world outside
Greg Bright | 13th Jun 2022 | More
INDepth with Andrew Lockhart from Metrics Credit Partners
The Inside Adviser | 30th Jun 2022 | More