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Michael Ibbott
CA
Senior Adviser
I work closely with clients to develop a personalised investment approach that assists them with meeting their investment goals whilst recognising that client circumstances change over time and need to be actively managed.
Michael has been working in financial services since 1996. Prior to that he was an Accountant specialising in superannuation audit. He previously worked as a manager at Merrill Lynch, JBWere, Citibank and Macquarie before joining Morgans. He focuses on developing close, ongoing relationships with clients and has a proactive approach. Michael is a Chartered Accountant and has particular expertise in the portfolio management for SMSF's.
Investment Style
Michael specialises in investments that are listed on the ASX and works with clients to develop a diversified portfolio that is tailored to his client’s investment goals. His primary focus is on quality shares with a history of growth and increasing dividend income with an over-riding goal of total return for client portfolios.
Services and Specialties
Investment advice within Superannuation
Fixed Interest and Cash Management
Stockbroking
Wealth Management
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Bachelor of Business (Accounting)
Associations
Institute of Chartered Accountants Australia
Competencies
Superannuation
Securities
Derivatives Level 3
ASIC Financial Advisers Register
Managed Investments
Margin Lending
FASEA Financial Adviser Exam
Tax (financial) Adviser
Generic
Direct International Equities Trading Adviser
Derivatives Level 2
Derivatives Level 1
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
