Qualifications
& Memberships
- Master of Business in Finance (MBus)
- Bachelor of Business (Management)
- Advanced Diploma in Financial Planning
- FAAA - Financial Advice Association Australia
- CFP®- Certified Financial Planner (FAAA)
Areas of
Expertise
I have a passion for empowering individuals and families to achieve their financial goals. I bring 12 years of experience in financial planning. As a Certified Financial Planner (CFP®), I specialise in crafting personalised strategies tailored to each client’s unique needs and aspirations.
Throughout my career, I have earned a reputation for dedication to integrity, transparency, and client-centric service. Whether guiding clients through retirement planning, wealth accumulation, or risk management, I prioritise clear communication and education, ensuring clients feel confident and informed every step of the way.
I hold a Master of Business in Finance from University of Technology Sydney and stay abreast of industry trends and best practices through continuous professional development. I believe in the power of ongoing collaboration and regularly engage with clients to review and adjust strategies as their financial circumstances evolve.
Michael's ideas of Financial Freedom
To live the lifestyle you desire without being constrained by financial limitations.