Michael is our Personal Client Adviser. Michael is a skilled and experienced professional and an intelligent, energetic and ambitious person to boot!
Michael provides financial advice and client support for our existing and new clients. With over thirteen years of experience in a broad range of financial planning roles both in Australia and the UK, he brings with him a wealth of experience and knowledge to enable him to provide the best strategic outcomes for our clients.
Michael has significant knowledge and experience in a number of key areas including Self-Managed Superannuation, Aged Care, Retirement Planning, Personal Insurance, Taxation, Wealth Creation and Borrowing to Invest. In fact, almost anything that our clients need to help Plan, Grow and Protect their wealth, Michael is adept at!
When Michael isn’t working or studying, Michael enjoys playing 1st division soccer for the Peninsula Power in the Queensland National Premier League.
Michael brings with him a wealth of knowledge and experience, cultivated by thirteen years of professional financial planning experience in diverse areas including paraplanning, management, advisory, research, portfolio construction and client liason roles.
Michael holds both a Diploma of Financial Planning and an Advanced Diploma of Financial Planning.