"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
- Superannuation Advice
- Wealth Management
Superior investment performance comes from buying well priced companies that exhibit sustainable competitive advantage in quality industries with quality management.
Industry Education & Experience
- Bachelor of Economics, Monash University, 1981
- Bachelor of Laws, Monash University, 1982
- Chartered Financial Analyst, CFA Institute, 1992
- CFA Institute Member
- Member of the CFA Society of Australia
- Tax (Financial) Adviser
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.
- Derivatives Level 1
- Financial Planning
- Managed Investments
- Margin Lending