Michael’s mission statement
To advise & assist my clients to secure their financial future and improve their wealth & quality of life by achieving their financial goals. Provide a strong client service focus, with professional advice and service, based on a thorough understanding of clients' goals, needs and objectives.
Qualifications & experience
With initial training as an accountant, Michael managed his own financial planning practice for 8 years with Monitor Money & then joined MLC as NSW Financial Planning Manager. Michael then went on to hold several senior sales & marketing roles with various major fund management companies.
Michael holds a Bachelor of Commerce & a Diploma of Financial Planning. He has also attained the Certified Financial Planner (CFP) qualification. Michael is a Registered Tax (Financial) Adviser, a member of the AIOFP & is a long-time member of the Financial Planning Association of Australia.
Michael can advise on the following: