"I consider your needs as a whole and aim to provide comprehensive advice across all areas of financial planning and investments."
Michael has been a licenced adviser with Morgans since 2000. Over this time, Michael has focused in the areas of superannuation and investment advice. He graduated with a Bachelor of Commerce (from Curtin University) in 1996.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Michael draws on his experience to work with his clients to provide solutions to their financial goals. His focus on strong client relationships leads to developing and implementing the appropriate client strategy. His particular areas of interest include financial planning in the areas of superannuation, retirement planning, portfolio management, managed investment advice and securities advice.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, Curtin University of Technology, 1996
- Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia, 2002
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me as your adviser by way of salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.