Summary
Overview
Work History
Education
Skills
Timeline
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Mathew Heron

Fixed Income Sales & Trading
Indooroopilly,QLD

Summary

Dynamic finance professional at FIIG Securities, excelling in fixed income sales and trading. Expert in developing tailored investment strategies and fostering strong client relationships. Adept at portfolio construction/management and lead prospecting, driving business growth through proactive engagement and exceptional service. Committed to delivering results while ensuring compliance and best practices.


Overview

6
6
years of professional experience

Work History

Fixed Income Sales & Trading

FIIG Securities
07.2022 - Current
  • Self-motivated, with a strong sense of personal responsibility
  • Managing and growing a book of private clients with a focus on fixed income investments including government, corporate and foreign currency bonds
  • Develop tailored investment strategies aligned with clients’ risk profiles, income objectives, and market outlooks
  • Execute bond trades in both primary and secondary markets, ensuring timely and accurate settlement
  • Provide ongoing market commentary and portfolio reviews to maintain engagement and trust
  • Proactively generate new business through referrals, events, and outbound prospecting
  • Presenting at seminars on the fixed income asset class
  • Collaborate with internal research, trading, and compliance teams to deliver holistic client service
  • Ensure adherence to regulatory requirements, internal policies, and best execution standards
  • Maintain accurate records of client interactions, trades, and suitability assessments in CRM systems.

Finance Broker

360 Finance
01.2019 - 07.2022
  • Negotiated favorable terms with lenders, securing advantageous interest rates for clients.
  • Enhanced client satisfaction by providing tailored financial solutions and exceptional customer service.
  • Built and maintained strong client relationships by understanding individual business needs and cash flow requirements
  • Sourced competitive finance options from a panel of banks, non-bank lenders, and specialist funders
  • Facilitated transactions for a wide range of assets such as vehicles, plant and equipment, and technology assets
  • Managed end-to-end deal lifecycle from credit application and compliance to settlement and post-funding support
  • Maintained up-to-date knowledge of lender policies, product structures, and industry trends
  • Ensured all transactions adhered to responsible lending guidelines and regulatory requirements

Education

Bachelor of Commerce - Finance

University of Queensland
Brisbane, QLD
04.2001 -

Skills

Flexible and adaptable

Timeline

Fixed Income Sales & Trading

FIIG Securities
07.2022 - Current

Finance Broker

360 Finance
01.2019 - 07.2022

Bachelor of Commerce - Finance

University of Queensland
04.2001 -

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Mathew HeronFixed Income Sales & Trading