Michael brings over 20 years of experience in the financial services industry, with the last 10 years dedicated to providing tailored advice to his clients. Over that time, Michael has enjoyed having long-term, productive relationships, helping his clients build their wealth and achieve their desired lifestyle both now and in retirement.
He takes the time to understand what matters most to his clients – financially or otherwise. This clarity allows him to determine the best way to manage their wealth and implement appropriate strategies to help them meet their priorities. He believes financial advice can provide structure and direction, ensuring managing money is not more complicated than it needs to be.
Michael has expertise in wealth accumulation and protection, debt reduction, investments, superannuation, and retirement planning, including Centrelink.
Graduate Diploma of Economics, Bachelor of Business (Management), Diploma of Financial Planning, Ethics and Professionalism in Financial Advice, Specialist accreditation in SMSF, Certified Financial Planner (CFP)®
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Brisbane office
