"I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan."
After 10 years experience in the Banking and Finance sectors, Michael joined Morgans as an Adviser in 2013. He takes a highly personal and holistic approach to understanding his clients' financial situations and needs. Michael specialises in creating wealth building strategies, personal risk protection and has a strong knowledge of estate planning and administration.
Services and specialities
- Financial Planning
- Personal Insurance
- Retirement and Estate Planning
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Michael adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.
Industry Education & Experience
Qualifications
- Advanced Diploma of Financial Planning, Kaplan, 2016
- Professional Diploma in Stockbroking, SAA, 2013
- Diploma in Management, Enterprise Training Company, 2010
- Diploma of Finanacial Planning, Kaplan, 2013
- FPC002B Ethics and Professionalism in Financial Advice, Kaplan, 2021
Professional Associations
- Member of the Financial Advice Association Australia
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am an employee and Partner (shareholder) of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. I am remunerated as your adviser by way of salary and I am eligible to participate in a bonus scheme depending upon performance. As a shareholder I may be entitled to a share of profits.