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Michael Aladjem
DipFinMkt
Senior Private Client Adviser
I pride myself on finding appropriate solutions to assist clients build and manage their wealth in financial markets. I want to be an integral part of your plans for your evolving financial needs throughout your life cycle. My client relationships are built on trust and credibility.
Michael has been in the financial services industry since 1999, including working with Ord Minnett/JP Morgan and then a decade at Macquarie Bank before joining Morgans. Michael particularly specialises in domestic equities, superannuation and derivatives. He operates at the highest professional standards within this industry.
Investment Style
Michael advises high net worth individuals who seek his advice in a professionally, tailored manner. Every single relationship is treated with deep value. He has a strong understanding of the holistic advisory process. His goal is to understand investors’ needs and developing strategies and solutions to enhance/protect wealth. This is tailored via a specialist, analytical and personalised approach.
Services and Specialties
Wealth Management
Options and Warrants
Self-Managed Super Funds
Fixed Interest and Cash Management
Superannuation Advice
Stockbroking
Qualifications and Professional Affiliations
Ethics and Professional Relationships
924 Superannuation & Skills
Diploma of Financial Markets
Margin Lending and Geared Investments
SDIA Accreditation Program
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Securities Institute of Australia
Kaplan Australia
Competencies
Margin Lending
Derivatives Level 1
ASIC Financial Advisers Register
Tax (financial) Adviser
Superannuation
Securities
Generic
FASEA Financial Adviser Exam
Managed Investments
Direct International Equities Trading Adviser
I am employed by Wealth Boulevard Pty Ltd which operates the business of Morgans Financial Limited - Southbank. My employer remunerates me by way of salary. As a shareholder of Wealth Boulevard Pty Ltd, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance. As a Director of Wealth Boulevard Pty Ltd, I will be entitled to a share of profits.
