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Michael Wood
CFA BEc LLB
Senior Adviser/ Branch Principal
"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 six years as a managing director and head of Asia Pacific equities for Citigroup and eight years as an equity portfolio manager for JPMorgan. Michael holds degrees in law and economics and is a Chartered Financial Analyst.
Investment Style
Superior investment performance comes from buying well priced companies that exhibit sustainable competitive advantage in quality industries with quality management.
Services and Specialties
Stockbroking
Wealth Management
Self-Managed Super Funds
Superannuation Advice
Retirement and Estate Planning
Portfolio Administration
Qualifications and Professional Affiliations
Chartered Financial Analyst
Bachelor of Economics
Bachelor of Laws
Associations
CFA Institute Member
Member of the CFA Society of Australia
Competencies
Managed Investments
Securities
Generic
ASIC Financial Advisers Register
FASEA Financial Adviser Exam
Tax (financial) Adviser
Derivatives Level 1
Direct International Equities Trading Adviser
Superannuation
Margin Lending
Financial Planning
I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me by way of percentage of fees. As a Principal of Managing Wealth Pty Ltd, I may be entitled to a share of profits.
