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Michael Dempsey
MeSAFAA DipFS
Private Client Adviser
My expertise is helping clients with strategies to grow their wealth while giving consideration to asset protection.
Michael is a Director and part owner of the entity that manages the Gosford office. Michael can advise on areas such as Self Managed Super Funds, stock selection, asset allocation, life insurance, margin lending, warrants and term deposits. He can also personalise your very own wealth creation strategy that will suit your investment goals and risk appetite.
Investment Style
Whether you are a conservative investor that only wants fixed interest, a balanced investor building a balanced portfolio or an aggressive investor chasing growth, Michael can adapt his advice to suit you.
Services and Specialties
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Options and Warrants
Personal Insurance
Retirement and Estate Planning
Stockbroking
Qualifications and Professional Affiliations
RG146
Graduate Diploma of Financial Planning
FPC002B Ethics and Professionalism in Financial Advice
FPC001B Economic and Legal Context for Financial Planning
Diploma of Financial Services (Financial Planning)
Margin Lending Accreditation Program
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
ASIC Financial Advisers Register
FASEA Financial Adviser Exam
Generic
Derivatives Level 2
Financial Planning
Life Insurance
Superannuation
Managed Investments
Tax (financial) Adviser
Derivatives Level 1
Derivatives Level 3
Margin Lending
Securities
Direct International Equities Trading Adviser
I am employed by Stepping Stones to Wealth Pty Ltd which operates the business of Morgans Financial Limited - Gosford. My employer remunerates me by way of percentage of fees. As a shareholder of Stepping Stones to Wealth Pty Ltd, I may be entitled to a share of profits. As a Director of Stepping Stones to Wealth Pty Ltd, I will be entitled to a share of profits.
