Stockbroking | Wealth Management | Corporate Advice

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Michael Mansfield

MBA DipFP BCom

Authorised Representative: 000315765

Partner - Morgans Brighton

"I provide my clients with the freedom to do the things they'd prefer to be doing, knowing their finances are managed by a team who act as if it was their own."

Michael is married with two boys. His time used to be spent working and playing football; however, he now spends his free time with his wife and children. Building a successful wealth management business is the ideal challenge and fills the void left after 14 years playing AFL. Michael is now committed to delivering personal strategic financial advice for clients.

Services and specialities

  • Wealth Management
  • Self Managed Super Funds
  • Portfolio Administration
  • Superannuation Advice
  • Stockbroking

Investment Style

Michael specialises in portfolio wealth management, self managed superannuation funds and institution executive.

Industry Education & Experience

Qualifications
  • Master of Business Administration (MBA), Melbourne University, 2004
  • Diploma of Financial Planning, Kaplan, 2013
  • Bachelor of Commerce, Deakin University, 1993
Professional Associations
  • SMSF Association
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Antaeus Investment Trading Pty Ltd, I may be entitled to a share of profits.