"I am committed to delivering strategic, tailored investment solutions to create and preserve wealth. My objective advice is based on detailed analysis and experience and reflects a "client first" focus."
Mike is an Investment Adviser and Principal of the Spring Hill office. Previously he was a Director - Investment Adviser at Goldman Sachs JBWere. His qualifications include a Bachelor of Commerce (Economics and Funds Management) and an Associate Diploma of Applied Science. He was awarded the Griffith University Commerce Medal and the Economics Society of Australia award in 2003.
Services and specialities
- Wealth Management
- Fixed Interest and Cash Management
- Superannuation Advice
- Self-Managed Super Funds
- Portfolio Administration
- Options and Warrants
Investment Style
I maintain a view on the economic and market conditions before identifying preferred themes and asset classes. With the support of fundamental and quantitative analysis, each investment recommendation reflects a client's individual needs, objectives and risk tolerance. This process is ongoing and as a result each portfolio is constantly reviewed and managed.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, Griffith University, 2004
- Ethics and Professionalism in Financial Advice, QUT, 2020
- Associate Diploma in Applied Science, Ryde College of Hospitatlity and Catering, 1994
Approved Competencies
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
- Derivatives Level 1
I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.