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
Product knowledge
Lead prospecting
Trading strategies
Relationship building and management
Portfolio management
Bond pricing
Problem-solving abilities
Teamwork and collaboration
Effective seminar presentation
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 -