Michael Wood

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CFA

Authorised Representative: 000343423

Senior Private Client Adviser

"Successful wealth creation requires a long term roadmap, high quality ongoing advice and the consistent application of sound investment principles."

Michael has over 20 years experience as an Institutional Fund Manager spending 6 years as a Managing Director and Head of Asia Pacific Equities for Citigroup, and 8 years as an Equity Portfolio Manager for JPMorgan. Michael holds degrees in Law and Economics and is a Chartered Financial Analyst.

Services and specialities

  • Portfolio Administration
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Superior investment performance comes from buying well priced companies that exhibit sustainable competitive advantage in quality industries with quality management.

Industry Education & Experience

Qualifications
  • Bachelor of Economics, Monash University, 1981
  • Bachelor of Laws, Monash University, 1982
  • Chartered Financial Analyst, CFA Institute, 1992
Professional Associations
  • CFA Institute Member
  • Member of the CFA Society of Australia
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am a partner of Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Camberwell. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Managing Wealth Pty Ltd, I may be entitled to a share of profits. As a Partner of Managing Wealth Pty Ltd, I will be entitled to a share of profits.